Apollon Wealth Management
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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
Q3 		$2.28M Buy
55,547
+217
+0.4% +$8.36K 0.03% 455
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

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM

Apollon Wealth Management's IVES Position: Q3 2026 in Review

Apollon Wealth Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 0.39% in Q3 2026, buying an estimated $8.36K and bringing the position to 55,547 shares worth $2.28M. The position accounts for 0.03% of the portfolio, ranked #455.

Apollon Wealth Management first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Apollon Wealth Management held 55,547 shares of Dan IVES Wedbush AI Revolution ETF worth $2.28M as of Q3 2026.
  • Apollon Wealth Management bought 217 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $8.36K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of Apollon Wealth Management's portfolio in Q3 2026, its #455 holding.
  • Apollon Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.