Farther Finance Advisors
SECU icon

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
Q3 		$112K Buy
2,304
+1,177
+104% +$58.1K ﹤0.01% 2772
2026
Q2 		$56.2K Buy
+1,127
New +$56.1K ﹤0.01% 3162

Other funds holding SECU

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
TAM
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 33.52% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors's SECU Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Securitized Income Active ETF (SECU) stake by 104% in Q3 2026, buying an estimated $58.1K and bringing the position to 2,304 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2772.

Farther Finance Advisors first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Farther Finance Advisors held 2,304 shares of iShares Securitized Income Active ETF worth $112K as of Q3 2026.
  • Farther Finance Advisors bought 1,177 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $58.1K.
  • iShares Securitized Income Active ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2772 holding.
  • Farther Finance Advisors first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.