Beacon Financial Group
SECU icon

Beacon Financial Group’s iShares Securitized Income Active ETF SECU Stock Holding History

Beacon Financial Group’s Portfolio SECU Stock Details SECU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.08M Buy
22,247
+2,413
+12% +$119K 0.1% 174
2026
Q2 		$989K Buy
+19,834
New +$987K 0.09% 180

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PNC Financial Services Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Beacon Financial Group's SECU Position: Q3 2026 in Review

Beacon Financial Group increased its iShares Securitized Income Active ETF (SECU) stake by 12% in Q3 2026, buying an estimated $119K and bringing the position to 22,247 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #174.

Beacon Financial Group first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Beacon Financial Group held 22,247 shares of iShares Securitized Income Active ETF worth $1.08M as of Q3 2026.
  • Beacon Financial Group bought 2,413 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $119K.
  • iShares Securitized Income Active ETF made up 0.1% of Beacon Financial Group's portfolio in Q3 2026, its #174 holding.
  • Beacon Financial Group first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Beacon Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.