Vienna Asset Management »

Wedbush Ser Tr shares owned by Vienna Asset Management

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

Historical chart of Vienna Asset Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Vienna Asset Management 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 Vienna Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $582k 21k 28.37

More positions owned by Vienna Asset Management

Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Trendpilot 100 (PTNQ)
Meta Platforms Cl A (META)

View all positions for Vienna Asset Management

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
New Wave Wealth Advisors
Willow Financial
TD Waterhouse Canada
Cambridge Investment Research Advisors
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
First Heartland Consultants
MGB Wealth Management
Citadel Advisors

View all funds holding Wedbush Ser Tr