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Wedbush Ser Tr shares owned by ValMark Advisers

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

Historical chart of ValMark Advisers investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 6.4k 32.12

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

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