Jones Financial Companies, L.L »

Wedbush Ser Tr shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Wedbush Ser Tr

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All positions including Wedbush Ser Tr held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-06-30 $615 17 36.18

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Spdr Ser Tr Etf (SPYM)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Russell Midcap Etf (IWR)
Ishares Trust Core Msci Eafe Etf (IEFA)
Vanguard Index Tr Etf (VTV)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Vanguard Ftse Developed Etf (VEA)
Ishares Broad Usd High Yield Etf (USHY)
Ishares Russell 1000 Etf (IWB)

View all positions for Jones Financial Companies, L.L

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