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
Q2 		$16.7K Hold
334
– – ﹤0.01% 525
2026
Q1 		$16.6K Buy
+334
New +$16.7K ﹤0.01% 514

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

Measured Wealth Private Client Group's SECU Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Securitized Income Active ETF (SECU) position steady in Q2 2026 at 334 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Measured Wealth Private Client Group first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Measured Wealth Private Client Group held 334 shares of iShares Securitized Income Active ETF worth $16.7K as of Q2 2026.
  • Measured Wealth Private Client Group left its iShares Securitized Income Active ETF share count unchanged in Q2 2026.
  • iShares Securitized Income Active ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #525 holding.
  • Measured Wealth Private Client Group first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.