Perigon Wealth Management
SECU icon

Perigon Wealth Management’s iShares Securitized Income Active ETF SECU Stock Holding History

Perigon Wealth 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
Q3 		$224K Sell
4,620
-100,447
-96% -$4.96M ﹤0.01% 1320
2026
Q2 		$5.24M Buy
105,067
+4,081
+4% +$203K 0.08% 224
2026
Q1 		$5.03M Buy
+100,986
New +$5.06M 0.09% 214

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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Saxony Capital Management
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Perigon Wealth Management's SECU Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares Securitized Income Active ETF (SECU) stake by 96% in Q3 2026, selling an estimated $4.96M and leaving 4,620 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Perigon Wealth Management first reported a position in SECU in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.24M in Q2 2026. 30 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Perigon Wealth Management held 4,620 shares of iShares Securitized Income Active ETF worth $224K as of Q3 2026.
  • Perigon Wealth Management sold 100,447 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $4.96M.
  • iShares Securitized Income Active ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1320 holding.
  • Perigon Wealth Management first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 3 quarters since.
  • Perigon Wealth Management's iShares Securitized Income Active ETF position peaked at $5.24M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.