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Wedbush Ser Tr shares owned by Modus Advisors

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

Historical chart of Modus Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Modus Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.9k 251 31.63

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Top funds holding Wedbush Ser Tr

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

View all funds holding Wedbush Ser Tr