Clear Point Advisors »

Wedbush Ser Tr shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 5.8k 38.10

More positions owned by Clear Point Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Doubleline Etf Trust Shil Cap U S Etf (CAPE)
Graniteshares Gold Tr Shs Ben Int (BAR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Pimco Etf Tr Enhancd Short (EMNT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Clear Point Advisors

Top funds holding Wedbush Ser Tr

HighTower Advisors
New Wave Wealth Advisors
Wedbush Morgan Securities
Captrust Financial Advisors
Willow Financial
Cambridge Investment Research Advisors
TD Waterhouse Canada
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
Raymond James Financial

View all funds holding Wedbush Ser Tr