Prosperity Financial Group
SECR icon

Prosperity Financial Group’s NYLIM MacKay Securitized Income ETF SECR Stock Holding History

Prosperity Financial Group’s Portfolio SECR Stock Details SECR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$942K Sell
39,070
-4,082
-9% -$102K 0.28% 100
2026
Q2 		$1.1M Buy
43,152
+6,533
+18% +$167K 0.34% 85
2026
Q1 		$939K Buy
36,619
+12,623
+53% +$327K 0.35% 84
2025
Q4 		$617K Buy
23,996
+3,237
+16% +$84.7K 0.22% 105
2025
Q3 		$543K Buy
20,759
+12,899
+164% +$335K 0.2% 107
2025
Q2 		$206K Buy
+7,860
New +$203K 0.09% 155

Other funds holding SECR

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Mackay Shields LLC
Mackay Shields LLC New York $2.76B AUM 2.8% 1-Year Est. Return

Prosperity Financial Group's SECR Position: Q3 2026 in Review

Prosperity Financial Group reduced its NYLIM MacKay Securitized Income ETF (SECR) stake by 9.5% in Q3 2026, selling an estimated $102K and leaving 39,070 shares worth $942K. The position accounts for 0.28% of the portfolio, ranked #100.

Prosperity Financial Group first reported a position in SECR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2026. 3 funds tracked by Wall St. Rank hold SECR as of Q3 2026.

  • Prosperity Financial Group held 39,070 shares of NYLIM MacKay Securitized Income ETF worth $942K as of Q3 2026.
  • Prosperity Financial Group sold 4,082 NYLIM MacKay Securitized Income ETF shares in Q3 2026, an estimated $102K.
  • NYLIM MacKay Securitized Income ETF made up 0.28% of Prosperity Financial Group's portfolio in Q3 2026, its #100 holding.
  • Prosperity Financial Group first reported a position in NYLIM MacKay Securitized Income ETF in Q2 2025 and has held it in 6 quarters since.
  • Prosperity Financial Group's NYLIM MacKay Securitized Income ETF position peaked at $1.1M in Q2 2026.
  • 3 funds tracked by Wall St. Rank held NYLIM MacKay Securitized Income ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.