CoreCap Advisors
IVES icon

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

CoreCap 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
Q3 		$328 Hold
8
– – ﹤0.01% 2878
2026
Q2 		$305 Hold
8
– – ﹤0.01% 2941
2026
Q1 		$227 Buy
+8
New +$247 ﹤0.01% 2746
2025
Q4 		– Sell
-10
Closed -$321 – 3089
2025
Q3 		$321 Buy
+10
New +$287 ﹤0.01% 2616

Other funds holding IVES

New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

CoreCap Advisors's IVES Position: Q3 2026 in Review

CoreCap Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q3 2026 at 8 shares worth $328. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

CoreCap Advisors first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 27 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • CoreCap Advisors held 8 shares of Dan IVES Wedbush AI Revolution ETF worth $328 as of Q3 2026.
  • CoreCap Advisors left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2878 holding.
  • CoreCap Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 27 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.