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

Farther Finance 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 Q2	$56.2K	Buy	+1,127	New	+$56.1K	﹤0.01%	3162

Other funds holding SECU

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SCM

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

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Farther Finance Advisors's SECU Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 1,127 shares worth $56.2K. The stake represents ﹤0.01% of the portfolio and ranks #3162 among its holdings.

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

Farther Finance Advisors held 1,127 shares of iShares Securitized Income Active ETF worth $56.2K as of Q2 2026.
iShares Securitized Income Active ETF was a new Farther Finance Advisors position in Q2 2026.
iShares Securitized Income Active ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3162 holding.
37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.