Cetera Investment Advisers
IVES

Cetera Investment Advisers’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Cetera Investment Advisers’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 		$2.83M Sell
99,892
-58,128
-37% -$1.8M ﹤0.01% 1959
2025
Q4 		$5M Sell
158,020
-46,739
-23% -$1.53M 0.01% 1464
2025
Q3 		$6.58M Buy
204,759
+126,666
+162% +$3.64M 0.01% 1217
2025
Q2 		$2.12M Buy
+78,093
New +$2.04M ﹤0.01% 1805

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 $94.2B AUM 21.24% 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 $57.3B AUM 18.32% 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 $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cetera Investment Advisers's IVES Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 37% in Q1 2026, selling an estimated $1.8M and leaving 99,892 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Cetera Investment Advisers first reported a position in IVES in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.58M in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Cetera Investment Advisers held 99,892 shares of Dan IVES Wedbush AI Revolution ETF worth $2.83M as of Q1 2026.
  • Cetera Investment Advisers sold 58,128 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $1.8M.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1959 holding.
  • Cetera Investment Advisers first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Dan IVES Wedbush AI Revolution ETF position peaked at $6.58M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.