Cabot Wealth Management’s iShares Securitized Income Active ETF SECU Stock Holding History

Cabot Wealth Management’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	$4.49M	Buy	+92,456	New	+$4.57M	0.45%	62

Other funds holding SECU

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Cabot Wealth Management's SECU Position: Q3 2026 in Review

Cabot Wealth Management opened a new position in iShares Securitized Income Active ETF (SECU) in Q3 2026: 92,456 shares worth $4.49M. The stake represents 0.45% of the portfolio and ranks #62 among its holdings.

54 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

Cabot Wealth Management held 92,456 shares of iShares Securitized Income Active ETF worth $4.49M as of Q3 2026.
iShares Securitized Income Active ETF was a new Cabot Wealth Management position in Q3 2026.
iShares Securitized Income Active ETF made up 0.45% of Cabot Wealth Management's portfolio in Q3 2026, its #62 holding.
54 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Cabot Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.