Castle Rock Wealth Management »

Wedbush Ser Tr shares owned by Castle Rock Wealth Management

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

Historical chart of Castle Rock Wealth Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Castle Rock Wealth Management 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 52k 33.07

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr TRS FLT RT BD (TFLO)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Chevron Corporation (CVX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Palantir Technologies Cl A (PLTR)

View all positions for Castle Rock Wealth Management

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