Secure Asset Management’s Brookfield Real Assets Income Fund RA Stock Holding History

Secure Asset Management’s Portfolio RA Stock Details RA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	+20,412	New	+$262K	0.04%	278

Other funds holding RA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Secure Asset Management's RA Position: Q2 2026 in Review

Secure Asset Management opened a new position in Brookfield Real Assets Income Fund (RA) in Q2 2026: 20,412 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #278 among its holdings.

16 funds tracked by Wall St. Rank hold RA as of Q2 2026.

Secure Asset Management held 20,412 shares of Brookfield Real Assets Income Fund worth $263K as of Q2 2026.
Brookfield Real Assets Income Fund was a new Secure Asset Management position in Q2 2026.
Brookfield Real Assets Income Fund made up 0.04% of Secure Asset Management's portfolio in Q2 2026, its #278 holding.
16 funds tracked by Wall St. Rank held Brookfield Real Assets Income Fund as of Q2 2026.

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