ASN
IVES

Advisory Services Network’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Advisory Services Network’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
Q1 		$80.7K Buy
+2,844
New +$87.9K ﹤0.01% 2340
2025
Q4 		– Sell
-1,765
Closed -$56.7K – 4519
2025
Q3 		$56.7K Buy
+1,765
New +$50.7K ﹤0.01% 2397

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Advisory Services Network's IVES Position: Q1 2026 in Review

Advisory Services Network opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026: 2,844 shares worth $80.7K. The stake represents ﹤0.01% of the portfolio and ranks #2340 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IVES as recently as Q3 2025.

Advisory Services Network first reported a position in IVES in Q3 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Advisory Services Network held 2,844 shares of Dan IVES Wedbush AI Revolution ETF worth $80.7K as of Q1 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Advisory Services Network position in Q1 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2340 holding.
  • Advisory Services Network first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.