SPIA
SECU

Steward Partners Investment Advisory’s iShares Securitized Income Active ETF SECU Stock Holding History

Steward Partners Investment Advisory’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 		$5.38K Buy
+108
New +$5.37K ﹤0.01% 3950

Other funds holding SECU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Steward Partners Investment Advisory's SECU Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 108 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #3950 among its holdings.

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

  • Steward Partners Investment Advisory held 108 shares of iShares Securitized Income Active ETF worth $5.38K as of Q2 2026.
  • iShares Securitized Income Active ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • iShares Securitized Income Active ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3950 holding.
  • 100 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.