MCM
SECU

MAI Capital Management’s iShares Securitized Income Active ETF SECU Stock Holding History

MAI Capital Management’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 		– Sell
-37
Closed -$1.84K – 5099
2026
Q1 		$1.84K Buy
+37
New +$1.85K ﹤0.01% 3958

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

MAI Capital Management's SECU Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Securitized Income Active ETF (SECU) in Q2 2026, closing a stake of 37 shares — an estimated $1.84K sold.

MAI Capital Management first reported a position in SECU in Q1 2026 and held it in 1 quarter. The position peaked at $1.84K in Q1 2026. 108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • MAI Capital Management reported no remaining iShares Securitized Income Active ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 37 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $1.84K.
  • MAI Capital Management first reported a position in iShares Securitized Income Active ETF in Q1 2026 and held it in 1 quarter.
  • MAI Capital Management's iShares Securitized Income Active ETF position peaked at $1.84K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.