SA
SECU

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

Scarborough 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
Q2 		$3.18M Sell
63,913
-24,252
-28% -$1.21M 0.37% 43
2026
Q1 		$4.39M Buy
+88,165
New +$4.42M 0.48% 49

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
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

Scarborough Advisors's SECU Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares Securitized Income Active ETF (SECU) stake by 28% in Q2 2026, selling an estimated $1.21M and leaving 63,913 shares worth $3.18M. The position accounts for 0.37% of the portfolio, ranked #43.

Scarborough Advisors first reported a position in SECU in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.39M in Q1 2026. 20 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

  • Scarborough Advisors held 63,913 shares of iShares Securitized Income Active ETF worth $3.18M as of Q2 2026.
  • Scarborough Advisors sold 24,252 iShares Securitized Income Active ETF shares in Q2 2026, an estimated $1.21M.
  • iShares Securitized Income Active ETF made up 0.37% of Scarborough Advisors's portfolio in Q2 2026, its #43 holding.
  • Scarborough Advisors first reported a position in iShares Securitized Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Scarborough Advisors's iShares Securitized Income Active ETF position peaked at $4.39M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.