IWC
SECR

Integrated Wealth Concepts’s NYLIM MacKay Securitized Income ETF SECR Stock Holding History

Integrated Wealth Concepts’s Portfolio SECR Stock Details SECR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
79,856
+2,825
+4% +$72.1K 0.01% 838
2026
Q1 		$1.98M Buy
+77,031
New +$1.99M 0.02% 748

Other funds holding SECR

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's SECR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its NYLIM MacKay Securitized Income ETF (SECR) stake by 3.7% in Q2 2026, buying an estimated $72.1K and bringing the position to 79,856 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #838.

Integrated Wealth Concepts first reported a position in SECR in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SECR as of Q2 2026.

  • Integrated Wealth Concepts held 79,856 shares of NYLIM MacKay Securitized Income ETF worth $2.03M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,825 NYLIM MacKay Securitized Income ETF shares in Q2 2026, an estimated $72.1K.
  • NYLIM MacKay Securitized Income ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #838 holding.
  • Integrated Wealth Concepts first reported a position in NYLIM MacKay Securitized Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held NYLIM MacKay Securitized Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.