Painted Porch Advisors »

Wedbush Ser Tr shares owned by Painted Porch Advisors

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

Historical chart of Painted Porch Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wedbush Ser Tr by Painted Porch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 38 32.13
2025-06-30 $1.0k 38 27.11

More positions owned by Painted Porch Advisors

iShares MSCI EAFE Etf (EFA)
iShares S&P 600 Index Etf (IJR)
Berkshire Hathaway Stock (BRK.B)
Invesco S&P Low Vol Index Etf (SPLV)
Apple Stock (AAPL)
Visa Stock (V)
Vanguard Total Stock Market Index Etf (VTI)
Vanguard Value Index Fund Etf (VTV)
iShares Core S&P 500 Etf (IVV)
Microsoft Stock (MSFT)
Johnson & Johnson Stock (JNJ)
Ares Management Stock (ARES)
Chevron Stock (CVX)
Walmart Stock (WMT)
Procter and Gamble Stock (PG)

View all positions for Painted Porch Advisors

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
HighTower Advisors
Cetera Investment Advisers
First Heartland Consultants
Citadel Advisors
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial
Janney Montgomery Scott
TD Waterhouse Canada
Snowden Capital Advisors
Castle Rock Wealth Management

View all funds holding Wedbush Ser Tr