AWM
IVES

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

Apollon 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 		$2.11M Sell
55,330
-3,169
-5% -$112K 0.03% 474
2026
Q1 		$1.66M Buy
58,499
+24,174
+70% +$747K 0.03% 438
2025
Q4 		$1.08M Buy
34,325
+13,333
+64% +$436K 0.02% 545
2025
Q3 		$674K Buy
+20,992
New +$603K 0.01% 725

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

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

Apollon Wealth Management reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.4% in Q2 2026, selling an estimated $112K and leaving 55,330 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #474.

Apollon Wealth Management 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.

  • Apollon Wealth Management held 55,330 shares of Dan IVES Wedbush AI Revolution ETF worth $2.11M as of Q2 2026.
  • Apollon Wealth Management sold 3,169 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $112K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Apollon Wealth Management 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 Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.