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Wedbush Ser Tr shares owned by Beacon Investment Advisory Services

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

Historical chart of Beacon Investment Advisory Services investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Beacon Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $45k 1.6k 28.37

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Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
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TD Waterhouse Canada
Cambridge Investment Research Advisors
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
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First Heartland Consultants
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Citadel Advisors

View all funds holding Wedbush Ser Tr