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
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

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

BXM Wealth's IVES Position: Q1 2026 in Review

BXM Wealth reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 69% in Q1 2026, selling an estimated $2.16M and leaving 31,580 shares worth $896K. The position accounts for 0.69% of the portfolio, ranked #36.

BXM Wealth first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $900K in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • BXM Wealth held 31,580 shares of Dan IVES Wedbush AI Revolution ETF worth $896K as of Q1 2026.
  • BXM Wealth sold 69,992 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $2.16M.
  • Dan IVES Wedbush AI Revolution ETF made up 0.69% of BXM Wealth's portfolio in Q1 2026, its #36 holding.
  • BXM Wealth first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • BXM Wealth's Dan IVES Wedbush AI Revolution ETF position peaked at $900K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on BXM Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.