I
SECU

INVST’s iShares Securitized Income Active ETF SECU Stock Holding History

INVST’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
Q2 		$545K Buy
+10,934
New +$544K 0.05% 251

Other funds holding SECU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

INVST's SECU Position: Q2 2026 in Review

INVST opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 10,934 shares worth $545K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • INVST held 10,934 shares of iShares Securitized Income Active ETF worth $545K as of Q2 2026.
  • iShares Securitized Income Active ETF was a new INVST position in Q2 2026.
  • iShares Securitized Income Active ETF made up 0.05% of INVST's portfolio in Q2 2026, its #251 holding.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.