Detalus Advisors
SECU icon

Detalus Advisors’s iShares Securitized Income Active ETF SECU Stock Holding History

Detalus Advisors’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 		$957K Buy
19,705
+12,270
+165% +$606K 0.19% 65
2026
Q2 		$371K Buy
+7,435
New +$370K 0.07% 130

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
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Detalus Advisors's SECU Position: Q3 2026 in Review

Detalus Advisors increased its iShares Securitized Income Active ETF (SECU) stake by 165% in Q3 2026, buying an estimated $606K and bringing the position to 19,705 shares worth $957K. The position accounts for 0.19% of the portfolio, ranked #65.

Detalus Advisors 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.

  • Detalus Advisors held 19,705 shares of iShares Securitized Income Active ETF worth $957K as of Q3 2026.
  • Detalus Advisors bought 12,270 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $606K.
  • iShares Securitized Income Active ETF made up 0.19% of Detalus Advisors's portfolio in Q3 2026, its #65 holding.
  • Detalus Advisors 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 Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.