AFG
IVES

Albion Financial Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Albion Financial Group’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
2025
Q3 		– Sell
-1,000
Closed -$27.1K – 670
2025
Q2 		$27.1K Buy
+1,000
New +$26.2K ﹤0.01% 284

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Albion Financial Group's IVES Position: Q3 2025 in Review

Albion Financial Group sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2025, closing a stake of 1,000 shares — an estimated $27.1K sold.

Albion Financial Group first reported a position in IVES in Q2 2025 and held it in 1 quarter. The position peaked at $27.1K in Q2 2025. 94 funds tracked by Wall St. Rank hold IVES as of Q3 2025.

  • Albion Financial Group reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q3 2025 after selling out during the quarter.
  • Albion Financial Group sold 1,000 Dan IVES Wedbush AI Revolution ETF shares in Q3 2025, an estimated $27.1K.
  • Albion Financial Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and held it in 1 quarter.
  • Albion Financial Group's Dan IVES Wedbush AI Revolution ETF position peaked at $27.1K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.