Commonwealth Equity Services
IVES

Commonwealth Equity Services’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Commonwealth Equity Services’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 		$2.13M Buy
55,915
+2,815
+5% +$99.1K ﹤0.01% 2059
2026
Q1 		$1.51M Sell
53,100
-18,485
-26% -$571K ﹤0.01% 2255
2025
Q4 		$2.26M Buy
71,585
+29,885
+72% +$978K ﹤0.01% 1863
2025
Q3 		$1.34M Buy
41,700
+29,553
+243% +$849K ﹤0.01% 2356
2025
Q2 		$329K Buy
+12,147
New +$318K ﹤0.01% 3505

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

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

Commonwealth Equity Services increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.3% in Q2 2026, buying an estimated $99.1K and bringing the position to 55,915 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Commonwealth Equity Services first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Commonwealth Equity Services held 55,915 shares of Dan IVES Wedbush AI Revolution ETF worth $2.13M as of Q2 2026.
  • Commonwealth Equity Services bought 2,815 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $99.1K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2059 holding.
  • Commonwealth Equity Services first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Dan IVES Wedbush AI Revolution ETF position peaked at $2.26M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

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