Ehrlich Financial Group’s iShares Securitized Income Active ETF SECU Stock Holding History

Ehrlich Financial Group’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	$282K	Buy	+5,654	New	+$281K	0.15%	98

Other funds holding SECU

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return