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Wedbush Ser Tr shares owned by Y-Intercept

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

Historical chart of Y-Intercept investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Y-Intercept consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Y-Intercept

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 5.7k 38.10

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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