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Wedbush Ser Tr shares owned by Harbour Investments

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

Historical chart of Harbour Investments investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Harbour Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.8k 100 28.37

More positions owned by Harbour Investments

Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Apple Stock (AAPL)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p 500 Etf Etf (IVV)
Capital Group Core Plus Income Etf Etf (CGCP)
State Street Spdr S&p 500 Etf Etf (SPY)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Dividend Equity Etf Etf (SCHD)

View all positions for Harbour Investments

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