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Wedbush Ser Tr shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.5k 335 28.37

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Milestone Investment Advisors

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
New Wave Wealth Advisors
Willow Financial
TD Waterhouse Canada
Cambridge Investment Research Advisors
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
First Heartland Consultants
MGB Wealth Management
Citadel Advisors

View all funds holding Wedbush Ser Tr