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 Q2	$4.04M	Buy	+106,132	New	+$3.74M	0.11%	169

Other funds holding IVES

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Avior Wealth Management's IVES Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 106,132 shares worth $4.04M. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

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

Avior Wealth Management held 106,132 shares of Dan IVES Wedbush AI Revolution ETF worth $4.04M as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Avior Wealth Management position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up 0.11% of Avior Wealth Management's portfolio in Q2 2026, its #169 holding.
20 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.