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Wedbush Ser Tr shares owned by CMC Financial Group

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by CMC Financial Group from 13F filings

Historical chart of CMC Financial Group investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by CMC Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by CMC Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $783k 25k 31.61
2025-09-30 $775k 24k 32.12

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View all positions for CMC Financial Group

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
First Heartland Consultants
TD Waterhouse Canada
Citadel Advisors
Cambridge Investment Research Advisors
Cetera Investment Advisers
Stifel Financial
Longitude
Goss Wealth Management
BXM Wealth
Jane Street
U.S. Capital Wealth Advisors
Titleist Asset Management

View all funds holding Wedbush Ser Tr