CAM
IVES

Cozad Asset Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Cozad Asset Management’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 		$1.22M Buy
31,926
+269
+0.8% +$9.47K 0.08% 215
2026
Q1 		$898K Buy
31,657
+1,683
+6% +$52K 0.07% 233
2025
Q4 		$947K Buy
29,974
+3,846
+15% +$126K 0.07% 223
2025
Q3 		$839K Buy
+26,128
New +$751K 0.07% 232

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Cozad Asset Management's IVES Position: Q2 2026 in Review

Cozad Asset Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 0.85% in Q2 2026, buying an estimated $9.47K and bringing the position to 31,926 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #215.

Cozad Asset Management first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Cozad Asset Management held 31,926 shares of Dan IVES Wedbush AI Revolution ETF worth $1.22M as of Q2 2026.
  • Cozad Asset Management bought 269 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $9.47K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.08% of Cozad Asset Management's portfolio in Q2 2026, its #215 holding.
  • Cozad Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Cozad Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.