Icon Wealth Advisors
SECU icon

Icon Wealth Advisors’s iShares Securitized Income Active ETF SECU Stock Holding History

Icon Wealth 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 		$482K Buy
9,924
+5,757
+138% +$284K 0.03% 283
2026
Q2 		$208K Sell
4,167
-884
-18% -$44K 0.01% 403
2026
Q1 		$252K Buy
+5,051
New +$253K 0.02% 349

Other funds holding SECU

State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Icon Wealth Advisors's SECU Position: Q3 2026 in Review

Icon Wealth Advisors increased its iShares Securitized Income Active ETF (SECU) stake by 138% in Q3 2026, buying an estimated $284K and bringing the position to 9,924 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #283.

Icon Wealth Advisors first reported a position in SECU in Q1 2026 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Icon Wealth Advisors held 9,924 shares of iShares Securitized Income Active ETF worth $482K as of Q3 2026.
  • Icon Wealth Advisors bought 5,757 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $284K.
  • iShares Securitized Income Active ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q3 2026, its #283 holding.
  • Icon Wealth Advisors first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.