Triad Wealth Partners
SECU icon

Triad Wealth Partners’s iShares Securitized Income Active ETF SECU Stock Holding History

Triad Wealth Partners’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
Q3 		$2.28M Buy
46,880
+1,839
+4% +$90.9K 0.13% 106
2026
Q2 		$2.23M Buy
+45,041
New +$2.24M 0.13% 109

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AssetMark Inc
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PNC Financial Services Group
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Kelly Financial Services
Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Triad Wealth Partners's SECU Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares Securitized Income Active ETF (SECU) stake by 4.1% in Q3 2026, buying an estimated $90.9K and bringing the position to 46,880 shares worth $2.28M. The position accounts for 0.13% of the portfolio, ranked #106.

Triad Wealth Partners first reported a position in SECU in Q2 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold SECU as of Q3 2026.

  • Triad Wealth Partners held 46,880 shares of iShares Securitized Income Active ETF worth $2.28M as of Q3 2026.
  • Triad Wealth Partners bought 1,839 iShares Securitized Income Active ETF shares in Q3 2026, an estimated $90.9K.
  • iShares Securitized Income Active ETF made up 0.13% of Triad Wealth Partners's portfolio in Q3 2026, its #106 holding.
  • Triad Wealth Partners first reported a position in iShares Securitized Income Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.