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IVES

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
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

TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM
RCA
Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

CoreCap Advisors's IVES Position: Q2 2026 in Review

CoreCap Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 8 shares worth $305. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

CoreCap Advisors first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $321 in Q3 2025. 27 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • CoreCap Advisors held 8 shares of Dan IVES Wedbush AI Revolution ETF worth $305 as of Q2 2026.
  • CoreCap 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 CoreCap Advisors's portfolio in Q2 2026, its #2941 holding.
  • CoreCap Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • CoreCap Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $321 in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.