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IVESIVES
5 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in WEDBUSH SER TR

Kestra Advisory Services, LLC holds 28,239 shares of IVES (WEDBUSH SER TR), worth $1.1M as of 2026-Q2. The position was decreased (-7.5% shares). IVES represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.1M

Current Shares

28,239

Total Value Change

+$750,147

Total Shares Change

+16,223

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
28,239
-7.5%
$1.1M0.0%$38.10
0
2026-Q1
Increased
30,524
+20.6%
$865,9620.0%$29.46
30
2025-Q4
Increased
25,316
+9.7%
$800,2350.0%$31.93
27
2025-Q3
Increased
23,080
+92.1%
$741,3300.0%$31.96
39
2025-Q2
New
12,016
-
$325,7540.0%$26.87
33

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

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