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Wedbush Ser Tr shares owned by American Financial Advisors

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by American Financial Advisors from 13F filings

Historical chart of American Financial Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by American Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by American Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $232k 6.1k 38.10

More positions owned by American Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr St Str Care Etf (XLV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)
Spdr Series Trust ST STR SP600SM C (SLYV)

View all positions for American Financial Advisors

Top funds holding Wedbush Ser Tr

HighTower Advisors
Stifel Financial
New Wave Wealth Advisors
Wedbush Morgan Securities
Willow Financial
Cambridge Investment Research Advisors
Raymond James Financial
Goss Wealth Management
Longitude
Titleist Asset Management
Citadel Advisors
Cetera Investment Advisers
Brown Advisory Holdings Incorporated
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors

View all funds holding Wedbush Ser Tr