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Wedbush Ser Tr shares owned by World Equity Group

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by World Equity Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $689k 22k 32.12

More positions owned by World Equity Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

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