Bank of Montreal
IVES

Bank of Montreal’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Bank of Montreal’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 		$317K Buy
8,310
+916
+12% +$32.3K ﹤0.01% 2736
2026
Q1 		$210K Buy
+7,394
New +$229K ﹤0.01% 2897

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal's IVES Position: Q2 2026 in Review

Bank of Montreal increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 12% in Q2 2026, buying an estimated $32.3K and bringing the position to 8,310 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Bank of Montreal first reported a position in IVES in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Bank of Montreal held 8,310 shares of Dan IVES Wedbush AI Revolution ETF worth $317K as of Q2 2026.
  • Bank of Montreal bought 916 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $32.3K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2736 holding.
  • Bank of Montreal first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.