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Wedbush Ser Tr shares owned by Gts Securities

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Gts Securities from 13F filings

Historical chart of Gts Securities investment in Wedbush Ser Tr

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All positions including Wedbush Ser Tr held by Gts Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Gts Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $561k 20k 28.37
2025-09-30 $1.0M 32k 32.12
2025-06-30 $6.3M 232k 27.11

More positions owned by Gts Securities

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ea Series Trust Sapient Quality (SQS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr State Street Con (XLY)
Proshares Tr Ultrapro Qqq (TQQQ)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Select Sector Spdr Tr State Street Ene (XLE)
Direxion Shares Etf Trust Daily Semiconduc (SOXL)

View all positions for Gts Securities

Top funds holding Wedbush Ser Tr

HighTower Advisors
New Wave Wealth Advisors
Wedbush Morgan Securities
Captrust Financial Advisors
Willow Financial
Cambridge Investment Research Advisors
TD Waterhouse Canada
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
Raymond James Financial

View all funds holding Wedbush Ser Tr