Kelly Financial Services’s iShares Securitized Income Active ETF SECU Stock Holding History

Kelly Financial Services’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	$5.85M	Buy	+117,403	New	+$5.84M	1.25%	23

Other funds holding SECU

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Kelly Financial Services's SECU Position: Q2 2026 in Review

Kelly Financial Services opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 117,403 shares worth $5.85M. The stake represents 1.25% of the portfolio and ranks #23 among its holdings.

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

Kelly Financial Services held 117,403 shares of iShares Securitized Income Active ETF worth $5.85M as of Q2 2026.
iShares Securitized Income Active ETF was a new Kelly Financial Services position in Q2 2026.
iShares Securitized Income Active ETF made up 1.25% of Kelly Financial Services's portfolio in Q2 2026, its #23 holding.
11 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.