Castle Rock Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Castle Rock Wealth Management’s Portfolio IVES Stock Details IVES Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.75M	Buy
2025 Q4	$1.8M	Buy
2025 Q3	$1.73M	Buy