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Wedbush Ser Tr shares owned by Mutual Advisors

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

Historical chart of Mutual Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $523k 17k 31.61
2025-09-30 $498k 15k 33.34

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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