Cetera Investment Advisers
SECU

Cetera Investment Advisers’s iShares Securitized Income Active ETF SECU Stock Holding History

Cetera Investment Advisers’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
Q2 		$20M Buy
401,449
+356,268
+789% +$17.7M 0.02% 763
2026
Q1 		$2.25M Buy
+45,181
New +$2.26M ﹤0.01% 2184

Other funds holding SECU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cetera Investment Advisers's SECU Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Securitized Income Active ETF (SECU) stake by 789% in Q2 2026, buying an estimated $17.7M and bringing the position to 401,449 shares worth $20M. The position accounts for 0.02% of the portfolio, ranked #763.

Cetera Investment Advisers first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Cetera Investment Advisers held 401,449 shares of iShares Securitized Income Active ETF worth $20M as of Q2 2026.
  • Cetera Investment Advisers bought 356,268 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $17.7M.
  • iShares Securitized Income Active ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #763 holding.
  • Cetera Investment Advisers first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.