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Wedbush Ser Tr shares owned by SJS Investment Consulting

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

Historical chart of SJS Investment Consulting investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by SJS Investment Consulting

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0k 140 28.37

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Hormel Foods Corporation (HRL)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for SJS Investment Consulting

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