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Wedbush Ser Tr shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 5.6k 38.10

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Vanguard Value Etf Exchange Traded Fund (VTV)
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Amazon Com Incorporated Common Stock (AMZN)
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Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth Advisors

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