AWM
IVES

Abound Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Abound Wealth Management’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
Q2 		$2.68K Hold
70
– – ﹤0.01% 711
2026
Q1 		$1.99K Hold
70
– – ﹤0.01% 905
2025
Q4 		$2.22K Hold
70
– – ﹤0.01% 830
2025
Q3 		$2.25K Sell
70
-495
-88% -$14.2K ﹤0.01% 796
2025
Q2 		$15.3K Buy
+565
New +$14.8K ﹤0.01% 374

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Abound Wealth Management's IVES Position: Q2 2026 in Review

Abound Wealth Management held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 70 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Abound Wealth Management first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.3K in Q2 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Abound Wealth Management held 70 shares of Dan IVES Wedbush AI Revolution ETF worth $2.68K as of Q2 2026.
  • Abound Wealth Management left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #711 holding.
  • Abound Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • Abound Wealth Management's Dan IVES Wedbush AI Revolution ETF position peaked at $15.3K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.