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Wedbush Ser Tr shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 8.0k 30.45

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

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