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

Avior 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 		– Sell
-106,132
Closed -$4.04M – 843
2026
Q2 		$4.04M Buy
+106,132
New +$3.74M 0.11% 169

Other funds holding IVES

NWWA
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Titleist Asset Management
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
First Heartland Consultants
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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 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

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

Avior Wealth Management sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026, closing a stake of 106,132 shares — an estimated $4.04M sold.

Avior Wealth Management first reported a position in IVES in Q2 2026 and held it in 1 quarter. The position peaked at $4.04M in Q2 2026. 25 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Avior Wealth Management reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q3 2026 after selling out during the quarter.
  • Avior Wealth Management sold 106,132 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $4.04M.
  • Avior Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2026 and held it in 1 quarter.
  • Avior Wealth Management's Dan IVES Wedbush AI Revolution ETF position peaked at $4.04M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

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