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Wedbush Ser Tr shares owned by Hughes Financial Services

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Hughes Financial Services from 13F filings

Historical chart of Hughes Financial Services investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Hughes Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Hughes Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7k 168 33.88

More positions owned by Hughes Financial Services

State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)
State Street Spdr Portfolio Tips Etf Etf (SPIP)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

View all positions for Hughes Financial Services

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
HighTower Advisors
Cetera Investment Advisers
First Heartland Consultants
Citadel Advisors
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial
Janney Montgomery Scott
TD Waterhouse Canada
Snowden Capital Advisors
Castle Rock Wealth Management

View all funds holding Wedbush Ser Tr