Beacon Pointe Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Beacon Pointe Advisors’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	$3M	Buy	+78,827	New	+$2.78M	0.01%	642

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

Beacon Pointe Advisors's IVES Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 78,827 shares worth $3M. The stake represents 0.01% of the portfolio and ranks #642 among its holdings.

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

Beacon Pointe Advisors held 78,827 shares of Dan IVES Wedbush AI Revolution ETF worth $3M as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Beacon Pointe Advisors position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #642 holding.
133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.