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Wedbush Ser Tr shares owned by North Star Investment Management

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by North Star Investment Management from 13F filings

Historical chart of North Star Investment Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by North Star Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 328 38.10

More positions owned by North Star Investment Management

Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Growth Etf Etf (IVW)
Apple Stock (AAPL)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Total Stk Mkt Etf (VTI)
State Street Spdr S&p 500 Etf Etf (SPY)
Ishares S&p 500 Value Etf Etf (IVE)
Microsoft Stock (MSFT)
Old Rep Intl Corp Stock (ORI)
Vanguard S&p 500 Etf Etf (VOO)
Google Stock (GOOGL)
Blackstone Group Stock (BX)
Abbvie Stock (ABBV)
Vanguard Short Term Infl-protected Etf (VTIP)
Ishares Amt-free Muni Bond Etf Etf (MUB)

View all positions for North Star Investment Management

Top funds holding Wedbush Ser Tr

HighTower Advisors
New Wave Wealth Advisors
Wedbush Morgan Securities
Captrust Financial Advisors
Willow Financial
Cambridge Investment Research Advisors
TD Waterhouse Canada
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
Raymond James Financial

View all funds holding Wedbush Ser Tr