Cambridge Investment Research Advisors
IVES

Cambridge Investment Research Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Cambridge Investment Research 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 		$9.25M Buy
242,775
+57,022
+31% +$2.01M 0.02% 716
2026
Q1 		$5.27M Buy
185,753
+9,127
+5% +$282K 0.01% 939
2025
Q4 		$5.58M Buy
176,626
+97,155
+122% +$3.18M 0.01% 867
2025
Q3 		$2.55M Buy
79,471
+57,393
+260% +$1.65M 0.01% 1324
2025
Q2 		$599K Buy
+22,078
New +$577K ﹤0.01% 2380

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Cambridge Investment Research Advisors's IVES Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 31% in Q2 2026, buying an estimated $2.01M and bringing the position to 242,775 shares worth $9.25M. The position accounts for 0.02% of the portfolio, ranked #716.

Cambridge Investment Research Advisors 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.

  • Cambridge Investment Research Advisors held 242,775 shares of Dan IVES Wedbush AI Revolution ETF worth $9.25M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 57,022 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $2.01M.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #716 holding.
  • Cambridge Investment Research Advisors 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.