Valley National Advisers »

Wedbush Ser Tr shares owned by Valley National Advisers

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Valley National Advisers from 13F filings

Historical chart of Valley National Advisers investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Valley National Advisers 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 Valley National Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 350 31.43

More positions owned by Valley National Advisers

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Quality (GARP)
Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Lam Research Corp Com New (LRCX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Valley National Advisers

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