Runnymede Capital Advisors »

Wedbush Ser Tr shares owned by Runnymede Capital Advisors

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

Historical chart of Runnymede Capital Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Runnymede Capital 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 Runnymede Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 7.5k 28.37
2025-09-30 $408k 13k 32.12

More positions owned by Runnymede Capital Advisors

Proshares Ultra Technology Uit Exchange Traded (ROM)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Micron Technology Common Stock (MU)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Ishares U.s. Technology Etf Uit Exchange Traded (IYW)
Lam Resh Corp Common Stock (LRCX)
Ishares S&p 100 Etf Uit Exchange Traded (OEF)
Marathon Pete Corp Common Stock (MPC)
Palo Alto Networks Common Stock (PANW)
Blackstone Common Stock (BX)
Alphabet Common Stock (GOOG)

View all positions for Runnymede Capital Advisors

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
New Wave Wealth 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
Citadel Advisors

View all funds holding Wedbush Ser Tr