BXM Wealth »

Wedbush Ser Tr shares owned by BXM Wealth

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by BXM Wealth from 13F filings

Historical chart of BXM Wealth investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by BXM Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wedbush Ser Tr by BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $384k 11k 34.58

More positions owned by BXM Wealth

Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BXM Wealth

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
HighTower Advisors
Cetera Investment Advisers
First Heartland Consultants
Citadel Advisors
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial
Janney Montgomery Scott
TD Waterhouse Canada
Snowden Capital Advisors
Castle Rock Wealth Management

View all funds holding Wedbush Ser Tr