CV Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

CV 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 Q3	$328K	Hold	7,982	–	–	0.06%	94
2026 Q2	$304K	Hold	7,982	–	–	0.06%	104
2026 Q1	$226K	Hold	7,982	–	–	0.06%	41
2025 Q4	$252K	Hold	7,982	–	–	0.06%	43
2025 Q3	$256K	Buy	+7,982	New	+$229K	0.07%	43

Other funds holding IVES

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

CV Advisors's IVES Position: Q3 2026 in Review

CV Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q3 2026 at 7,982 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #94.

CV Advisors first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

CV Advisors held 7,982 shares of Dan IVES Wedbush AI Revolution ETF worth $328K as of Q3 2026.
CV Advisors left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q3 2026.
Dan IVES Wedbush AI Revolution ETF made up 0.06% of CV Advisors's portfolio in Q3 2026, its #94 holding.
CV Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.