MWPCG
SECU

Measured Wealth Private Client Group’s iShares Securitized Income Active ETF SECU Stock Holding History

Measured Wealth Private Client Group’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
Q1 		$16.6K Buy
+334
New +$16.7K ﹤0.01% 514

Other funds holding SECU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Measured Wealth Private Client Group's SECU Position: Q1 2026 in Review

Measured Wealth Private Client Group opened a new position in iShares Securitized Income Active ETF (SECU) in Q1 2026: 334 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #514 among its holdings.

37 funds tracked by Wall St. Rank hold SECU as of Q1 2026.

  • Measured Wealth Private Client Group held 334 shares of iShares Securitized Income Active ETF worth $16.6K as of Q1 2026.
  • iShares Securitized Income Active ETF was a new Measured Wealth Private Client Group position in Q1 2026.
  • iShares Securitized Income Active ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #514 holding.
  • 37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.