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Wedbush Ser Tr shares owned by Tripletail Wealth Management

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

Historical chart of Tripletail Wealth Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Tripletail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $66k 2.1k 31.61

More positions owned by Tripletail Wealth Management

John Bean Technologies Corporation (JBTM)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Arista Networks Com Shs (ANET)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Tripletail Wealth 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