Cetera Investment Advisers
IVEP

Cetera Investment Advisers’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Cetera Investment Advisers’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 		$870K Buy
+31,109
New +$867K ﹤0.01% 3171

Other funds holding IVEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Cetera Investment Advisers's IVEP Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q2 2026: 31,109 shares worth $870K. The stake represents ﹤0.01% of the portfolio and ranks #3171 among its holdings.

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

  • Cetera Investment Advisers held 31,109 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $870K as of Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new Cetera Investment Advisers position in Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3171 holding.
  • 8 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.