Security Financial Services’s iShares Securitized Income Active ETF SECU Stock Holding History

Security Financial Services’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	$234K	Buy	+4,700	New	+$234K	0.03%	188

Other funds holding SECU

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

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

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

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Lockerman Financial Group Newport Beach, California $65.4M AUM 19.35% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Security Financial Services's SECU Position: Q2 2026 in Review

Security Financial Services opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 4,700 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings.

11 funds tracked by Wall St. Rank hold SECU as of Q2 2026.

Security Financial Services held 4,700 shares of iShares Securitized Income Active ETF worth $234K as of Q2 2026.
iShares Securitized Income Active ETF was a new Security Financial Services position in Q2 2026.
iShares Securitized Income Active ETF made up 0.03% of Security Financial Services's portfolio in Q2 2026, its #188 holding.
11 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.