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Prosperity Capital Advisors’s iShares Securitized Income Active ETF SECU Stock Holding History

Prosperity Capital Advisors’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 		$3.29M Buy
67,728
+9,595
+17% +$474K 0.16% 96
2026
Q2 		$2.9M Buy
+58,133
New +$2.89M 0.14% 106

Other funds holding SECU

TAM
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 33.52% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Capital Advisors's SECU Position: Q3 2026 in Review

Prosperity Capital Advisors increased its iShares Securitized Income Active ETF (SECU) stake by 17% in Q3 2026, buying an estimated $474K and bringing the position to 67,728 shares worth $3.29M. The position accounts for 0.16% of the portfolio, ranked #96.

Prosperity Capital Advisors first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Prosperity Capital Advisors held 67,728 shares of iShares Securitized Income Active ETF worth $3.29M as of Q3 2026.
  • Prosperity Capital Advisors bought 9,595 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $474K.
  • iShares Securitized Income Active ETF made up 0.16% of Prosperity Capital Advisors's portfolio in Q3 2026, its #96 holding.
  • Prosperity Capital Advisors first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.