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
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

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cresset Asset Management's IVES Position: Q1 2026 in Review

Cresset Asset Management reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 58% in Q1 2026, selling an estimated $558K and leaving 12,837 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Cresset Asset Management first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $976K in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Cresset Asset Management held 12,837 shares of Dan IVES Wedbush AI Revolution ETF worth $364K as of Q1 2026.
  • Cresset Asset Management sold 18,041 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $558K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1200 holding.
  • Cresset Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • Cresset Asset Management's Dan IVES Wedbush AI Revolution ETF position peaked at $976K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.