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Wedbush Ser Tr shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $227 8 28.38
2025-09-30 $321 10 32.10

More positions owned by CoreCap Advisors

Vanguard Total Stock Market Etf Etf (VTI)
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Vanguard Total Bond Market Etf Etf (BND)
Vanguard S&p 500 Etf Etf (VOO)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
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Ishares Core S&p 500 Etf Etf (IVV)
State Street Spdr S&p 500 Etf Etf (SPY)
Amazon Stock (AMZN)

View all positions for CoreCap Advisors

Top funds holding Wedbush Ser Tr

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

View all funds holding Wedbush Ser Tr