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Wedbush Ser Tr shares owned by Willow Financial

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

Historical chart of Willow Financial investment in Wedbush Ser Tr

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

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Quarterly reported holdings in Wedbush Ser Tr by Willow Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.2M 253k 28.37
2025-12-31 $3.0M 96k 31.61

More positions owned by Willow Financial

Federated Hermes Etf Trust Us Strategic Div (FDV)
Tidal Trust I Fundstrat Granny (GRNY)
Wedbush Ser Tr Dan Ives Wedbush (IVES)
Thornburg Etf Tr Core Plus Bd Etf (TPLS)
Touchstone Etf Trust Strategic Income (SIO)
Wisdomtree Tr Bianco Totl Retu (WTBN)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
John Hancock Exchange Traded Disciplined Val (JDVI)
Davis Fundamental Etf Tr Select Finl (DFNL)
Tema Etf Trust Oncology Etf (CANC)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Tema Etf Trust Electrification (VOLT)
Wal-Mart Stores (WMT)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Willow Financial

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
TD Waterhouse Canada
Willow Financial
Cambridge Investment Research Advisors
Citadel Advisors
Cetera Investment Advisers
Stifel Financial
Longitude
Goss Wealth Management
U.S. Capital Wealth Advisors
Jane Street
Titleist Asset Management
First Heartland Consultants

View all funds holding Wedbush Ser Tr