SEC 13F Intelligence

Wedbush Securities Inc / IVES

Wedbush Securities Inc’s Wedbush Ser Tr Position

Does Wedbush Securities Inc own Wedbush Ser Tr (IVES)? Yes — 916.7K shares worth $26M (+0.76% of its 13F portfolio) as of Q1 2026, up from 814.2K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
916.7K
% of Portfolio
+0.76%
Quarters Held
4
currently held

Position History IVES

Reported value by quarter
Q2 ’25: $9MQ2 ’25Q3 ’25: $23MQ3 ’25Q4 ’25: $26MQ4 ’25Q1 ’26: $26MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026916.7K$26M+0.76%
Q4 2025814.2K$26M+0.75%
Q3 2025703.4K$23M+0.74%
Q2 2025332.7K$9M+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedbush Securities Inc’s full portfolio or all institutional holders of IVES.