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Wedbush Ser Tr shares owned by Advisory Services Network

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Advisory Services Network from 13F filings

Historical chart of Advisory Services Network investment in Wedbush Ser Tr

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All positions including Wedbush Ser Tr held by Advisory Services Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Advisory Services Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $81k 2.8k 28.37
2025-09-30 $57k 1.8k 32.12

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View all positions for Advisory Services Network

Top funds holding Wedbush Ser Tr

HighTower Advisors
New Wave Wealth Advisors
Wedbush Morgan Securities
Captrust Financial Advisors
Willow Financial
Cambridge Investment Research Advisors
TD Waterhouse Canada
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
Raymond James Financial

View all funds holding Wedbush Ser Tr