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Wedbush Ser Tr shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 77k 31.62
2025-09-30 $1.6M 49k 32.12

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (XSD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Silver Tr Ishares (SLV)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Exchange-traded SHS (QTEC)

View all positions for MGB Wealth Management

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
First Heartland Consultants
TD Waterhouse Canada
Citadel Advisors
Cambridge Investment Research Advisors
Cetera Investment Advisers
Stifel Financial
Longitude
Goss Wealth Management
BXM Wealth
Jane Street
U.S. Capital Wealth Advisors
Titleist Asset Management

View all funds holding Wedbush Ser Tr