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Bulwark Capital’s iShares Securitized Income Active ETF SECU Stock Holding History

Bulwark Capital’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 		$2.58M Buy
53,065
+52,660
+13,002% +$2.6M 1.36% 21
2026
Q2 		$20.2K Buy
+405
New +$20.2K 0.01% 86

Other funds holding SECU

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Saxony Capital Management
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Bulwark Capital's SECU Position: Q3 2026 in Review

Bulwark Capital increased its iShares Securitized Income Active ETF (SECU) stake by 13,002% in Q3 2026, buying an estimated $2.6M and bringing the position to 53,065 shares worth $2.58M. The position accounts for 1.36% of the portfolio, ranked #21.

Bulwark Capital first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Bulwark Capital held 53,065 shares of iShares Securitized Income Active ETF worth $2.58M as of Q3 2026.
  • Bulwark Capital bought 52,660 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $2.6M.
  • iShares Securitized Income Active ETF made up 1.36% of Bulwark Capital's portfolio in Q3 2026, its #21 holding.
  • Bulwark Capital first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Bulwark Capital's 13F filing for Q3 2026, filed 13 Oct 2026.