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Wedbush Ser Tr shares owned by Hanson McClain Advisors

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Hanson McClain Advisors from 13F filings

Historical chart of Hanson McClain Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Hanson McClain Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Hanson McClain Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $714k 23k 31.61
2025-09-30 $615k 19k 32.12

More positions owned by Hanson McClain Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple Call Call Option (Principal) (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Hanson McClain Advisors

Top funds holding Wedbush Ser Tr

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