BW
IVES

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

BXM Wealth’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 		$1.48M Buy
38,725
+7,145
+23% +$252K 0.8% 25
2026
Q1 		$896K Sell
31,580
-69,992
-69% -$2.16M 0.69% 36
2025
Q4 		$900K Buy
101,572
+90,482
+816% +$2.96M 0.69% 34
2025
Q3 		$384K Buy
+11,090
New +$319K 0.36% 81

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

BXM Wealth's IVES Position: Q2 2026 in Review

BXM Wealth increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 23% in Q2 2026, buying an estimated $252K and bringing the position to 38,725 shares worth $1.48M. The position accounts for 0.8% of the portfolio, ranked #25.

BXM Wealth first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • BXM Wealth held 38,725 shares of Dan IVES Wedbush AI Revolution ETF worth $1.48M as of Q2 2026.
  • BXM Wealth bought 7,145 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $252K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.8% of BXM Wealth's portfolio in Q2 2026, its #25 holding.
  • BXM Wealth first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.