CAPTRUST Financial Advisors
IVEP

CAPTRUST Financial Advisors’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IVEP Stock Details IVEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
+10,050
New +$280K ﹤0.01% 2642

Other funds holding IVEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

CAPTRUST Financial Advisors's IVEP Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q2 2026: 10,050 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #2642 among its holdings.

8 funds tracked by Wall St. Rank hold IVEP as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,050 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $281K as of Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2642 holding.
  • 8 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.