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Portfolio (Quarterly) Guide ↗

FLAGSTAR SECURITIES, INC

· CIK 0001117233
13F Portfolio $331M AUM 177 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 88 Added 58 Reduced 7 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MBB ISHARES TR 3,196.0 $302K 0.09% +72.0 +2.3% $94.54 -2.3%
82 UCON FIRST TR EXCHNG TRADED FD VI 11,461.0 $285K 0.09% +128.0 +1.1% $24.88 -1.5%
83 IJT ISHARES TR 1,582.0 $283K 0.09% +19.0 +1.2% $178.68 -6.2%
84 IGIB ISHARES TR 5,274.0 $280K 0.09% +44.0 +0.8% $53.17 -2.7%
85 FMHI FIRST TR EXCH TRADED FD III 5,622.0 $273K 0.08% +61.0 +1.1% $48.50 -3.3%
86 HODL VANECK BITCOIN ETF 14,948.0 $248K 0.07% +353.0 +2.4% $16.61 +31.5%
87 IEI ISHARES TR 2,102.0 $247K 0.07% +147.0 +7.5% $117.49 -1.7%
88 EFG ISHARES TR 1,973.0 $246K 0.07% +26.0 +1.3% $124.44 -1.7%
Page 5 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%