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Wedbush Ser Tr shares owned by Integrated Investment Consultants

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Integrated Investment Consultants from 13F filings

Historical chart of Integrated Investment Consultants investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Integrated Investment Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Integrated Investment Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $241k 6.3k 38.10

More positions owned by Integrated Investment Consultants

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Short Duration Bond Active Etf Etf (NEAR)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Uwm Holdings Corporation Com Cl A Stock (UWMC)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)

View all positions for Integrated Investment Consultants

Top funds holding Wedbush Ser Tr

HighTower Advisors
Stifel Financial
New Wave Wealth Advisors
Wedbush Morgan Securities
Willow Financial
Cambridge Investment Research Advisors
Raymond James Financial
Goss Wealth Management
Longitude
Titleist Asset Management
Citadel Advisors
Cetera Investment Advisers
Brown Advisory Holdings Incorporated
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors

View all funds holding Wedbush Ser Tr