WJ Wealth Management’s Securitize Corp SECZ Stock Holding History

WJ Wealth Management’s Portfolio SECZ Stock Details SECZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$212K	Buy	+14,500	New	+$121K	0.09%	77

Other funds holding SECZ

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WJ Wealth Management's SECZ Position: Q3 2026 in Review

WJ Wealth Management opened a new position in Securitize Corp (SECZ) in Q3 2026: 14,500 shares worth $212K. The stake represents 0.09% of the portfolio and ranks #77 among its holdings.

25 funds tracked by Wall St. Rank hold SECZ as of Q3 2026.

WJ Wealth Management held 14,500 shares of Securitize Corp worth $212K as of Q3 2026.
Securitize Corp was a new WJ Wealth Management position in Q3 2026.
Securitize Corp made up 0.09% of WJ Wealth Management's portfolio in Q3 2026, its #77 holding.
25 funds tracked by Wall St. Rank held Securitize Corp as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.