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Wedbush Ser Tr shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2026-06-30 $213k 5.6k 38.10

More positions owned by Wealth Alliance

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Isha I In Te Etf (BAI)
NVIDIA Corporation (NVDA)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr S&p 100 Etf (OEF)
Amazon (AMZN)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)

View all positions for Wealth Alliance

Top funds holding Wedbush Ser Tr

HighTower Advisors
Stifel Financial
New Wave Wealth Advisors
Wedbush Morgan Securities
Willow Financial
Cambridge Investment Research Advisors
Raymond James Financial
Goss Wealth Management
Longitude
Titleist Asset Management
Citadel Advisors
Cetera Investment Advisers
Brown Advisory Holdings Incorporated
Nelson, Van Denburg & Campbell Wealth Management
U.S. Capital Wealth Advisors

View all funds holding Wedbush Ser Tr