Commonwealth Equity Services
IVEP

Commonwealth Equity Services’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Commonwealth Equity Services’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 		$2.43M Buy
+86,943
New +$2.42M ﹤0.01% 1939

Other funds holding IVEP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

Commonwealth Equity Services's IVEP Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q2 2026: 86,943 shares worth $2.43M. The stake represents ﹤0.01% of the portfolio and ranks #1939 among its holdings.

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

  • Commonwealth Equity Services held 86,943 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $2.43M as of Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new Commonwealth Equity Services position in Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1939 holding.
  • 3 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.