Wedbush Morgan Securities »

Wedbush Ser Tr shares owned by Wedbush Morgan Securities

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

Historical chart of Wedbush Morgan Securities investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Wedbush Morgan Securities 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 Wedbush Morgan Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 703k 32.12
2025-06-30 $9.0M 333k 27.11

More positions owned by Wedbush Morgan Securities

Vanguard S&p 500 Etf idx (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Invesco Qqq Trust Series 1 (QQQ)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Spdr S&p 500 Etf (SPY)
Tesla Motors (TSLA)
Alphabet Inc Class C cs (GOOG)
Ishares 0-3 Month Treasury Bd Etf (SGOV)
Palantir Technologies (PLTR)
JPMorgan Chase & Co. (JPM)

View all positions for Wedbush Morgan Securities

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