CIBC Private Wealth Group
IVES

CIBC Private Wealth Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$88.5K Buy
2,800
+145
+5% +$4.75K ﹤0.01% 1575
2025
Q3 		$85.3K Buy
2,655
+805
+44% +$23.1K ﹤0.01% 1570
2025
Q2 		$50.2K Buy
+1,850
New +$48.4K ﹤0.01% 1662

Other funds holding IVES

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

CIBC Private Wealth Group's IVES Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.5% in Q4 2025, buying an estimated $4.75K and bringing the position to 2,800 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

CIBC Private Wealth Group first reported a position in IVES in Q2 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IVES as of Q4 2025.

  • CIBC Private Wealth Group held 2,800 shares of Dan IVES Wedbush AI Revolution ETF worth $88.5K as of Q4 2025.
  • CIBC Private Wealth Group bought 145 Dan IVES Wedbush AI Revolution ETF shares in Q4 2025, an estimated $4.75K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1575 holding.
  • CIBC Private Wealth Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.