DWM
SECU

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

Diversify 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
Q2 		$5.49M Buy
+110,772
New +$5.51M 0.09% 207

Other funds holding SECU

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Diversify Wealth Management's SECU Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 110,772 shares worth $5.49M. The stake represents 0.09% of the portfolio and ranks #207 among its holdings.

37 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Diversify Wealth Management held 110,772 shares of iShares Securitized Income Active ETF worth $5.49M as of Q2 2026.
  • iShares Securitized Income Active ETF was a new Diversify Wealth Management position in Q2 2026.
  • iShares Securitized Income Active ETF made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #207 holding.
  • 37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.