Wedbush Securities Inc Reduced Holdings in Q2 2025

Wedbush Securities Inc

  • $2.86 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-799
- 5.34%
$9.86 - $10.92 $7.88K - $8.73K
14.2K $155K
MCR
Mfs Charter Income Trust

Financial Services
-881
- 7.54%
$5.89 - $6.36 $5.19K - $5.6K
10.8K $69K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
-799
- 5.91%
$14.62 - $16.23 $11.7K - $13K
12.7K $206K
FE
Firstenergy Corp

Utilities
-33
- 0.55%
$38.31 - $43.17 $1.26K - $1.42K
5.93K $239K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
-250
- 0.53%
$0.5 - $0.79 $125 - $198
47.3K $24K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-508
- 1.07%
$5.17 - $5.91 $2.63K - $3K
46.9K $277K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-86
- 0.87%
$47.02 - $47.83 $4.04K - $4.11K
9.79K $468K
RVT
Royce Value Trust, Inc.

Financial Services
-1.44K
- 5.75%
$12.5 - $15.21 $18K - $21.8K
23.5K $354K
TRV
Travelers Companies, Inc.

Financial Services
-30
- 1.24%
$233.83 - $276.34 $7.01K - $8.29K
2.4K $641K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-42
- 0.44%
$46.41 - $47.7 $1.95K - $2K
9.42K $448K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
-565
- 3.46%
$3.75 - $4.3 $2.12K - $2.43K
15.8K $68K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-367
- 4.73%
$376.48 - $440.65 $138K - $162K
7.4K $3.26M
IWY
Ishares Tr Russell 200 Growth

ETFs
-147
- 14.01%
$187.5 - $246.51 $27.6K - $36.2K
902 $222K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-400
- 3.75%
$0.54 - $0.87 $216 - $348
10.3K $7K
BTBT
Bit Digital, Inc

Financial Services
-300
- 2.35%
$1.73 - $2.69 $519 - $807
12.4K $27K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.09K
- 5.8%
$7.69 - $11.46 $8.35K - $12.4K
17.6K $202K
STAG
Stag Industrial, Inc.

Real Estate
-10
- 0.16%
$30.08 - $37.02 $301 - $370
6.19K $225K
CNP
Centerpoint Energy Inc

Utilities
-7
- 0.1%
$35.5 - $39.05 $249 - $273
6.97K $256K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-332
- 6.46%
$58.13 - $69.92 $19.3K - $23.2K
4.81K $336K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
-685
- 5.96%
$8.74 - $11.04 $5.99K - $7.56K
10.8K $119K
MSCI
Msci Inc.

Financial Services
-1
- 0.2%
$506.56 - $576.74 $507 - $577
507 $292K
DWM
Wisdomtree Tr

ETFs
-253
- 5.93%
$52.06 - $63.91 $13.2K - $16.2K
4.02K $255K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
-500
- 1.89%
$10.42 - $12.26 $5.21K - $6.13K
25.9K $318K
BCAT
Black Rock Capital Allocation Trust

ETFs
-172
- 1.35%
$13.2 - $15.27 $2.27K - $2.63K
12.5K $190K
GM
General Motors CO

Consumer Cyclical
-938
- 3.85%
$42.48 - $50.46 $39.8K - $47.3K
23.4K $1.15M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-266
- 5.59%
$78.98 - $90.1 $21K - $24K
4.5K $405K
MITK
Mitek Systems Inc

Technology
-2K
- 12.21%
$7.11 - $10.34 $14.2K - $20.7K
14.4K $142K
USA
Liberty All Star Equity Fund

Financial Services
-3.01K
- 2.79%
$5.9 - $6.81 $17.8K - $20.5K
105K $714K
VTWO
Vanguard Russell 2000 ETF

ETFs
-535
- 6.29%
$70.56 - $87.22 $37.7K - $46.7K
7.97K $695K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-292
- 8.59%
$62.75 - $79.31 $18.3K - $23.2K
3.11K $246K
PDEC
Innovator U.S. Equity Power Bu
-299
- 3.5%
N/A
8.25K $330K
CLH
Clean Harbors Inc

Industrials
-250
- 12.46%
$182.1 - $233.5 $45.5K - $58.4K
1.76K $406K
Donegal Group Inc
-915
- 6.02%
N/A
14.3K $254K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-300
- 2.0%
$17.58 - $21.07 $5.27K - $6.32K
14.7K $306K
APO
Apollo Global Management, Inc.

Financial Services
-15
- 0.53%
$108.68 - $145.07 $1.63K - $2.18K
2.82K $400K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-4
- 0.19%
$94.92 - $114.85 $380 - $459
2.11K $242K
UAL
United Airlines Holdings, Inc.

Industrials
-451
- 9.7%
$56.15 - $84.23 $25.3K - $38K
4.2K $334K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-283
- 2.51%
$19.51 - $23.9 $5.52K - $6.76K
11K $263K
ICE
Intercontinental Exchange, Inc.

Financial Services
-40
- 2.14%
$151.62 - $183.47 $6.06K - $7.34K
1.83K $335K
WLDN
Willdan Group, Inc.

Industrials
-3.05K
- 32.52%
$36.9 - $62.51 $113K - $191K
6.33K $396K
SCCO
Southern Copper Corp

Basic Materials
-157
- 4.1%
$75.63 - $104.64 $11.9K - $16.4K
3.67K $371K
FTQI
First Trust ETF Vi First Trust

ETFs
-425
- 1.28%
$16.83 - $19.58 $7.15K - $8.32K
32.8K $642K
APLD
Applied Blockchain, Inc.

Financial Services
-5.3K
- 34.19%
$3.53 - $13.86 $18.7K - $73.5K
10.2K $103K
DAL
Delta Air Lines, Inc.

Industrials
-447
- 6.28%
$35.88 - $52.99 $16K - $23.7K
6.67K $328K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
-4.03K
- 5.66%
$4.41 - $5.47 $17.8K - $22K
67.2K $368K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-148
- 5.27%
$91.62 - $116.16 $13.6K - $17.2K
2.66K $309K
MCO
Moodys Corp

Financial Services
-3
- 0.48%
$396.7 - $501.59 $1.19K - $1.5K
622 $312K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.25K
- 8.45%
$18.34 - $24.56 $22.8K - $30.6K
13.5K $329K
CSL
Carlisle Companies Inc

Industrials
-2
- 0.27%
$317.1 - $408.5 $634 - $817
752 $281K
Activity Summary
Buys All Purchases 580 New Holdings 106 Increased Positions 474 Sells All Sells 487 Reductions 487 Sold out 0 Options Calls 0 Puts 0
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