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 Q1	$5.03M	Buy	+100,986	New	+$5.06M	0.09%	214

Other funds holding SECU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SCM

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

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's SECU Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in iShares Securitized Income Active ETF (SECU) in Q1 2026: 100,986 shares worth $5.03M. The stake represents 0.09% of the portfolio and ranks #214 among its holdings.

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

Perigon Wealth Management held 100,986 shares of iShares Securitized Income Active ETF worth $5.03M as of Q1 2026.
iShares Securitized Income Active ETF was a new Perigon Wealth Management position in Q1 2026.
iShares Securitized Income Active ETF made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #214 holding.
37 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.