Carson Wealth (CWM LLC)
IVES

Carson Wealth (CWM LLC)’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Carson Wealth (CWM 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
Q1 		$107K Buy
3,773
+443
+13% +$13.7K ﹤0.01% 3205
2025
Q4 		$105K Buy
3,330
+1,945
+140% +$63.7K ﹤0.01% 3029
2025
Q3 		$44K Buy
1,385
+885
+177% +$25.4K ﹤0.01% 3637
2025
Q2 		$14K Buy
+500
New +$13.1K ﹤0.01% 4141

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IVES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 13% in Q1 2026, buying an estimated $13.7K and bringing the position to 3,773 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Carson Wealth (CWM LLC) first reported a position in IVES in Q2 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,773 shares of Dan IVES Wedbush AI Revolution ETF worth $107K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 443 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $13.7K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3205 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.