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Wedbush Ser Tr shares owned by Versant Capital Management

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

Historical chart of Versant Capital Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Versant 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 Versant Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $39k 1.0k 38.10

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View all positions for Versant Capital Management

Top funds holding Wedbush Ser Tr

HighTower Advisors
New Wave Wealth Advisors
Wedbush Morgan Securities
Captrust Financial Advisors
Willow Financial
Cambridge Investment Research Advisors
TD Waterhouse Canada
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
Raymond James Financial

View all funds holding Wedbush Ser Tr