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

Sequoia Financial 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	$962K	Buy	+19,285	New	+$960K	﹤0.01%	970

Other funds holding SECU

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

Sequoia Financial Advisors's SECU Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 19,285 shares worth $962K. The stake represents ﹤0.01% of the portfolio and ranks #970 among its holdings.

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

Sequoia Financial Advisors held 19,285 shares of iShares Securitized Income Active ETF worth $962K as of Q2 2026.
iShares Securitized Income Active ETF was a new Sequoia Financial Advisors position in Q2 2026.
iShares Securitized Income Active ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #970 holding.
20 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.