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Wedbush Ser Tr shares owned by Everstar Asset Management

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

Historical chart of Everstar Asset Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Everstar 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 Everstar Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $568k 20k 28.37
2025-09-30 $618k 19k 32.12

More positions owned by Everstar Asset Management

Spdr Series Trust State Street Spd (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Select Sector Spdr Tr State Street Con (XLP)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Fin (XLF)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Aquestive Therapeutics (AQST)
Select Sector Spdr Tr State Street Ind (XLI)

View all positions for Everstar Asset Management

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
New Wave Wealth Advisors
Willow Financial
TD Waterhouse Canada
Cambridge Investment Research Advisors
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
First Heartland Consultants
MGB Wealth Management
Citadel Advisors

View all funds holding Wedbush Ser Tr