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Wedbush Ser Tr shares owned by Pioneer Family Office

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Pioneer Family Office from 13F filings

Historical chart of Pioneer Family Office investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Pioneer Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Pioneer Family Office

Quarter filed Position value Share count Share price at filing
2026-03-31 $24k 850 28.37
2025-12-31 $27k 850 31.61

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Vaneck Etf Trust Fallen Angel Hg (Principal) (ANGL)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Global X Fds Defense Tech Etf (SHLD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Pioneer Family Office

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
New Wave Wealth Advisors
Captrust Financial 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

View all funds holding Wedbush Ser Tr