BWL
IVES

Bogart Wealth LLC’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Bogart Wealth LLC’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 		$15.3K Hold
401
– – ﹤0.01% 877
2026
Q1 		$11.4K Hold
401
– – ﹤0.01% 877
2025
Q4 		$12.7K Buy
401
+301
+301% +$9.85K ﹤0.01% 810
2025
Q3 		$3.21K Hold
100
– – ﹤0.01% 1054
2025
Q2 		$2.71K Buy
+100
New +$2.62K ﹤0.01% 1049

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

Bogart Wealth LLC's IVES Position: Q2 2026 in Review

Bogart Wealth LLC held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 401 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Bogart Wealth LLC first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Bogart Wealth LLC held 401 shares of Dan IVES Wedbush AI Revolution ETF worth $15.3K as of Q2 2026.
  • Bogart Wealth LLC left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #877 holding.
  • Bogart Wealth LLC first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

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