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IVESIVES
5 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in WEDBUSH SER TR

Cetera Investment Advisers holds 112,247 shares of IVES (WEDBUSH SER TR), worth $4.3M as of 2026-Q2. The position was increased (+12.4% shares). IVES represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$4.3M

Current Shares

112,247

Total Value Change

+$2.2M

Total Shares Change

+34,154

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
112,247
+12.4%
$4.3M0.0%$38.10
30
2026-Q1
Decreased
99,892
-36.8%
$2.8M0.0%$29.46
0
2025-Q4
Decreased
158,020
-22.8%
$5M0.0%$31.93
0
2025-Q3
Increased
204,759
+162.2%
$6.6M0.0%$31.96
44
2025-Q2
New
78,093
-
$2.1M0.0%$26.87
36

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

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