CCAM
IVES

Cascades Capital Asset Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Cascades Capital Asset Management’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 		$115K Buy
+3,006
New +$106K 0.04% 151
2026
Q1 		– Sell
-3,910
Closed -$124K – 180
2025
Q4 		$124K Buy
+3,910
New +$128K 0.05% 149

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

Cascades Capital Asset Management's IVES Position: Q2 2026 in Review

Cascades Capital Asset Management opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 3,006 shares worth $115K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Cascades Capital Asset Management previously reported a position in IVES as recently as Q4 2025.

Cascades Capital Asset Management first reported a position in IVES in Q4 2025 and has held it in 2 quarters since. The position peaked at $124K in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Cascades Capital Asset Management held 3,006 shares of Dan IVES Wedbush AI Revolution ETF worth $115K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Cascades Capital Asset Management position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.04% of Cascades Capital Asset Management's portfolio in Q2 2026, its #151 holding.
  • Cascades Capital Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • Cascades Capital Asset Management's Dan IVES Wedbush AI Revolution ETF position peaked at $124K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.