Titleist Asset Management »

Wedbush Ser Tr shares owned by Titleist Asset Management

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

Historical chart of Titleist Asset Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Titleist Asset Management 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 Titleist Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.8M 88k 31.61
2025-09-30 $1.5M 47k 32.12

More positions owned by Titleist Asset Management

Tesla Motors (TSLA)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
NVIDIA Corporation (NVDA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Berkshire Hathaway Inc Cl B CL B (BRK.B)
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Alpha Architect 1-3 Month Box Etf Alpha Arch 1-3 (BOXX)
Ishares Ibonds Dec 2030 Term Treasury Etf Ibond Dec 2030 (IBTK)
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)
Apple (AAPL)
Amazon (AMZN)
Vanguard Growth Etf Growth Etf (VUG)

View all positions for Titleist Asset Management

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
First Heartland Consultants
TD Waterhouse Canada
Citadel Advisors
Cambridge Investment Research Advisors
Cetera Investment Advisers
Stifel Financial
Longitude
Goss Wealth Management
BXM Wealth
Jane Street
U.S. Capital Wealth Advisors
Titleist Asset Management

View all funds holding Wedbush Ser Tr