Envestnet Portfolio Solutions
SECU

Envestnet Portfolio Solutions’s iShares Securitized Income Active ETF SECU Stock Holding History

Envestnet Portfolio Solutions’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 		$13.8M Buy
+276,466
New +$13.8M 0.07% 177

Other funds holding SECU

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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions's SECU Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 276,466 shares worth $13.8M. The stake represents 0.07% of the portfolio and ranks #177 among its holdings.

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

  • Envestnet Portfolio Solutions held 276,466 shares of iShares Securitized Income Active ETF worth $13.8M as of Q2 2026.
  • iShares Securitized Income Active ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
  • iShares Securitized Income Active ETF made up 0.07% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #177 holding.
  • 20 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.