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Wedbush Ser Tr shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $339k 11k 32.12

More positions owned by Kellett Schaffner Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Innovator Etfs Trust Us Eqty Ultra B (UDEC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

View all positions for Kellett Schaffner Wealth Advisors

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