RA
SECU

RFG Advisory’s iShares Securitized Income Active ETF SECU Stock Holding History

RFG Advisory’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
Q2 		$1.98M Buy
39,677
+973
+3% +$48.4K 0.03% 371
2026
Q1 		$1.93M Buy
+38,704
New +$1.94M 0.04% 345

Other funds holding SECU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RFG Advisory's SECU Position: Q2 2026 in Review

RFG Advisory increased its iShares Securitized Income Active ETF (SECU) stake by 2.5% in Q2 2026, buying an estimated $48.4K and bringing the position to 39,677 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #371.

RFG Advisory first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • RFG Advisory held 39,677 shares of iShares Securitized Income Active ETF worth $1.98M as of Q2 2026.
  • RFG Advisory bought 973 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $48.4K.
  • iShares Securitized Income Active ETF made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #371 holding.
  • RFG Advisory first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.