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IVES

Clearstead Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Clearstead Advisors’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 		$11K Hold
288
– – ﹤0.01% 1949
2026
Q1 		$8.17K Hold
288
– – ﹤0.01% 1645
2025
Q4 		$9.1K Hold
288
– – ﹤0.01% 1900
2025
Q3 		$9.25K Hold
288
– – ﹤0.01% 1952
2025
Q2 		$7.81K Buy
+288
New +$7.53K ﹤0.01% 1973

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Clearstead Advisors's IVES Position: Q2 2026 in Review

Clearstead Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 288 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Clearstead Advisors first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Clearstead Advisors held 288 shares of Dan IVES Wedbush AI Revolution ETF worth $11K as of Q2 2026.
  • Clearstead Advisors left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1949 holding.
  • Clearstead Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.