SCM
SECU

Saxony Capital Management’s iShares Securitized Income Active ETF SECU Stock Holding History

Saxony Capital 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
Q2 		$4.48M Sell
89,886
-5,390
-6% -$268K 2.05% 11
2026
Q1 		$4.75M Buy
+95,276
New +$4.78M 2.75% 6

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
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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

Saxony Capital Management's SECU Position: Q2 2026 in Review

Saxony Capital Management reduced its iShares Securitized Income Active ETF (SECU) stake by 5.7% in Q2 2026, selling an estimated $268K and leaving 89,886 shares worth $4.48M. The position accounts for 2.05% of the portfolio, ranked #11.

Saxony Capital Management first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.75M in Q1 2026. 20 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Saxony Capital Management held 89,886 shares of iShares Securitized Income Active ETF worth $4.48M as of Q2 2026.
  • Saxony Capital Management sold 5,390 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $268K.
  • iShares Securitized Income Active ETF made up 2.05% of Saxony Capital Management's portfolio in Q2 2026, its #11 holding.
  • Saxony Capital Management first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Saxony Capital Management's iShares Securitized Income Active ETF position peaked at $4.75M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.