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Wedbush Ser Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 85k 32.12
2025-06-30 $885k 33k 27.11

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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