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 Q1	$252K	Buy	+5,051	New	+$253K	0.02%	349

Other funds holding SECU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

SCM

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

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

Icon Wealth Advisors's SECU Position: Q1 2026 in Review

Icon Wealth Advisors opened a new position in iShares Securitized Income Active ETF (SECU) in Q1 2026: 5,051 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #349 among its holdings.

37 funds tracked by Wall St. Rank hold SECU as of Q1 2026.

Icon Wealth Advisors held 5,051 shares of iShares Securitized Income Active ETF worth $252K as of Q1 2026.
iShares Securitized Income Active ETF was a new Icon Wealth Advisors position in Q1 2026.
iShares Securitized Income Active ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #349 holding.
37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.