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Wedbush Ser Tr shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-12-31 $790 25 31.60

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State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Inspire Corporate Bond Etf Etf (IBD)

View all positions for Creative Financial Designs

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