AF
IVES

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

Allworth Financial’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 		$766K Sell
20,113
-3,526
-15% -$124K ﹤0.01% 824
2026
Q1 		$671K Buy
23,639
+1,060
+5% +$32.8K ﹤0.01% 835
2025
Q4 		$714K Buy
22,579
+3,442
+18% +$113K ﹤0.01% 801
2025
Q3 		$615K Buy
+19,137
New +$550K ﹤0.01% 819

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Allworth Financial's IVES Position: Q2 2026 in Review

Allworth Financial reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 15% in Q2 2026, selling an estimated $124K and leaving 20,113 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Allworth Financial first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Allworth Financial held 20,113 shares of Dan IVES Wedbush AI Revolution ETF worth $766K as of Q2 2026.
  • Allworth Financial sold 3,526 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $124K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #824 holding.
  • Allworth Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.