Citadel Advisors »

Wedbush Ser Tr shares owned by Citadel Advisors

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

Historical chart of Citadel Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Citadel Advisors 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 Citadel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.0M 186k 32.12
2025-06-30 $4.9M 180k 27.11

More positions owned by Citadel Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors Call Option (TSLA)
NVIDIA Corporation Call Option (NVDA)
Apple Call Option (AAPL)
Meta Platforms Cl A Call Option (META)
Microsoft Corporation Call Option (MSFT)
Spdr Gold Tr Gold Shs Call Option (GLD)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
Strategy Cl A New Call Option (MSTR)
Alphabet Cap Stk Cl A Call Option (GOOGL)
UnitedHealth Call Option (UNH)
Palantir Technologies Cl A Call Option (PLTR)
Netflix Call Option (NFLX)

View all positions for Citadel Advisors

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