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Wedbush Ser Tr shares owned by Triumph Capital Management

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

Historical chart of Triumph Capital Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Triumph Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $352 11 32.09

More positions owned by Triumph Capital Management

First Trust Enhanced Short Maturity Etf Etf (FTSM)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
First Trust Capital Strength Etf Etf (FTCS)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)
First Trust Low Duration Opportunities Etf Etf (LMBS)
First Trust Large Cap Core Alphadex Fund Etf (FEX)
Nvidia Corporation Stock (NVDA)
Ishares Russell Midcap Etf Etf (IWR)

View all positions for Triumph Capital Management

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
HighTower Advisors
Cetera Investment Advisers
First Heartland Consultants
Citadel Advisors
LPL Financial
Goss Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Stifel Financial
Janney Montgomery Scott
TD Waterhouse Canada
Snowden Capital Advisors
Castle Rock Wealth Management

View all funds holding Wedbush Ser Tr