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Wedbush Ser Tr shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Wedbush Ser Tr

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

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Quarterly reported holdings in Wedbush Ser Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $547k 19k 28.37
2025-09-30 $249k 7.8k 32.12

More positions owned by Independent Financial Group

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
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Costco Wholesale Corporation (COST)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Independent Financial Group

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