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Wedbush Ser Tr shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $501k 16k 31.61

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Wedbush Ser Tr

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

View all funds holding Wedbush Ser Tr