AssetMark Inc’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

AssetMark Inc’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	$67.3K	Buy	+1,640	New	+$63.2K	﹤0.01%	1767

Other funds holding IVES

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

AssetMark Inc's IVES Position: Q3 2026 in Review

AssetMark Inc opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026: 1,640 shares worth $67.3K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings.

69 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

AssetMark Inc held 1,640 shares of Dan IVES Wedbush AI Revolution ETF worth $67.3K as of Q3 2026.
Dan IVES Wedbush AI Revolution ETF was a new AssetMark Inc position in Q3 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1767 holding.
69 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.