IFP Advisors
SECU icon

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

IFP 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 		$429K Buy
8,830
+8,659
+5,064% +$428K 0.01% 1142
2026
Q2 		$8.53K Buy
+171
New +$8.51K ﹤0.01% 3496

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

IFP Advisors's SECU Position: Q3 2026 in Review

IFP Advisors increased its iShares Securitized Income Active ETF (SECU) stake by 5,064% in Q3 2026, buying an estimated $428K and bringing the position to 8,830 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #1142.

IFP Advisors first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • IFP Advisors held 8,830 shares of iShares Securitized Income Active ETF worth $429K as of Q3 2026.
  • IFP Advisors bought 8,659 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $428K.
  • iShares Securitized Income Active ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1142 holding.
  • IFP Advisors first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.