Avidian Wealth Enterprises
IVES icon

Avidian Wealth Enterprises’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Avidian Wealth Enterprises’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 		$892K Buy
21,741
+6,743
+45% +$260K 0.02% 347
2026
Q2 		$571K Buy
+14,998
New +$528K 0.02% 442

Other funds holding IVES

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Avidian Wealth Enterprises's IVES Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 45% in Q3 2026, buying an estimated $260K and bringing the position to 21,741 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #347.

Avidian Wealth Enterprises first reported a position in IVES in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Avidian Wealth Enterprises held 21,741 shares of Dan IVES Wedbush AI Revolution ETF worth $892K as of Q3 2026.
  • Avidian Wealth Enterprises bought 6,743 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $260K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #347 holding.
  • Avidian Wealth Enterprises first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.