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Wedbush Ser Tr shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.1M 130k 31.61
2025-09-30 $3.1M 95k 32.12

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Broadcom Common Stock (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Walmart Common Stock (WMT)
Berkshire Hathaway Common Stock (BRK.B)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Common Stock (META)
Visa Common Stock (V)

View all positions for Goss Wealth Management

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
First Heartland Consultants
TD Waterhouse Canada
Cambridge Investment Research Advisors
Citadel 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