CAM
IVES

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

Cresset 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 		$584K Buy
15,337
+2,500
+19% +$88K ﹤0.01% 1111
2026
Q1 		$364K Sell
12,837
-18,041
-58% -$558K ﹤0.01% 1200
2025
Q4 		$976K Buy
30,878
+18,125
+142% +$593K ﹤0.01% 801
2025
Q3 		$410K Buy
+12,753
New +$367K ﹤0.01% 1115

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

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

Cresset Asset Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 19% in Q2 2026, buying an estimated $88K and bringing the position to 15,337 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Cresset Asset Management first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. The position peaked at $976K in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Cresset Asset Management held 15,337 shares of Dan IVES Wedbush AI Revolution ETF worth $584K as of Q2 2026.
  • Cresset Asset Management bought 2,500 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $88K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1111 holding.
  • Cresset Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • Cresset Asset Management's Dan IVES Wedbush AI Revolution ETF position peaked at $976K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

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