UCFA
SECU

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

United Capital 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 		$3.84M Buy
+77,243
New +$3.84M 0.02% 434

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
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's SECU Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in iShares Securitized Income Active ETF (SECU) in Q2 2026: 77,243 shares worth $3.84M. The stake represents 0.02% of the portfolio and ranks #434 among its holdings.

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

  • United Capital Financial Advisors held 77,243 shares of iShares Securitized Income Active ETF worth $3.84M as of Q2 2026.
  • iShares Securitized Income Active ETF was a new United Capital Financial Advisors position in Q2 2026.
  • iShares Securitized Income Active ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #434 holding.
  • 108 funds tracked by Wall St. Rank held iShares Securitized Income Active ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.