Superior Planning, LLC’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Superior Planning, LLC’s Portfolio IVES Stock Details IVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.5K	Buy	+280	New	+$10.8K	﹤0.01%	885

Other funds holding IVES

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $319M AUM 41.45% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Superior Planning, LLC's IVES Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026: 280 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #885 among its holdings.

101 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Superior Planning, LLC held 280 shares of Dan IVES Wedbush AI Revolution ETF worth $11.5K as of Q3 2026.
Dan IVES Wedbush AI Revolution ETF was a new Superior Planning, LLC position in Q3 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #885 holding.
101 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.