CMP
IVES

Coston McIsaac & Partners’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Coston McIsaac & Partners’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 		$42K Buy
1,126
+195
+21% +$6.87K 0.01% 365
2026
Q1 		$26K Sell
931
-195
-17% -$6.03K 0.01% 427
2025
Q4 		$35K Buy
1,126
+755
+204% +$24.7K 0.01% 374
2025
Q3 		$11K Buy
371
+21
+6% +$604 ﹤0.01% 539
2025
Q2 		$9K Buy
+350
New +$9.15K ﹤0.01% 545

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

Coston McIsaac & Partners's IVES Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 21% in Q2 2026, buying an estimated $6.87K and bringing the position to 1,126 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #365.

Coston McIsaac & Partners 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.

  • Coston McIsaac & Partners held 1,126 shares of Dan IVES Wedbush AI Revolution ETF worth $42K as of Q2 2026.
  • Coston McIsaac & Partners bought 195 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $6.87K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #365 holding.
  • Coston McIsaac & Partners 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 Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.