Prosperity Financial Group’s IQ 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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Prosperity Financial Group's SECR Position: Q2 2026 in Review

Prosperity Financial Group increased its IQ MacKay Securitized Income ETF (SECR) stake by 18% in Q2 2026, buying an estimated $167K and bringing the position to 43,152 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #85.

Prosperity Financial Group first reported a position in SECR in Q2 2025 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold SECR as of Q2 2026.

Prosperity Financial Group held 43,152 shares of IQ MacKay Securitized Income ETF worth $1.1M as of Q2 2026.
Prosperity Financial Group bought 6,533 IQ MacKay Securitized Income ETF shares in Q2 2026, an estimated $167K.
IQ MacKay Securitized Income ETF made up 0.34% of Prosperity Financial Group's portfolio in Q2 2026, its #85 holding.
Prosperity Financial Group first reported a position in IQ MacKay Securitized Income ETF in Q2 2025 and has held it in 5 quarters since.
3 funds tracked by Wall St. Rank held IQ MacKay Securitized Income ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.