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Wedbush Ser Tr shares owned by Sachetta

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

Historical chart of Sachetta investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Sachetta

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 65 37.83

More positions owned by Sachetta

Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Index Shs Fds St Str Nat Etf (GNR)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Teradyne (TER)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Eafe Smcp (HSCZ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Series Trust St Str Sp Div (SDY)

View all positions for Sachetta

Top funds holding Wedbush Ser Tr

HighTower Advisors
Stifel Financial
New Wave Wealth Advisors
Wedbush Morgan Securities
Willow Financial
Cambridge Investment Research Advisors
Raymond James Financial
Goss Wealth Management
Longitude
Titleist Asset Management
Citadel Advisors
Cetera Investment Advisers
Brown Advisory Holdings Incorporated
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors

View all funds holding Wedbush Ser Tr