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 Q2	$571K	Buy	+14,998	New	+$528K	0.02%	442

Other funds holding IVES

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Avidian Wealth Enterprises's IVES Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 14,998 shares worth $571K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings.

133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Avidian Wealth Enterprises held 14,998 shares of Dan IVES Wedbush AI Revolution ETF worth $571K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Avidian Wealth Enterprises position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #442 holding.
133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.