Krilogy Financial »

Wedbush Ser Tr shares owned by Krilogy Financial

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

Historical chart of Krilogy Financial investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wedbush Ser Tr by Krilogy Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 39k 33.78
2025-06-30 $911k 34k 27.11

More positions owned by Krilogy Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Ibonds Dec 2032 (IBTM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Amazon (AMZN)
Microsoft Corporation (MSFT)

View all positions for Krilogy Financial

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