Daymark Wealth Partners
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Daymark Wealth Partners’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Daymark Wealth 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
Q3 		$212K Buy
+5,168
New +$199K ﹤0.01% 818
2026
Q1 		– Sell
-9,037
Closed -$286K – 761
2025
Q4 		$286K Buy
+9,037
New +$296K 0.01% 496

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Daymark Wealth Partners's IVES Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026: 5,168 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in IVES as recently as Q4 2025.

Daymark Wealth Partners first reported a position in IVES in Q4 2025 and has held it in 2 quarters since. The position peaked at $286K in Q4 2025. 69 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Daymark Wealth Partners held 5,168 shares of Dan IVES Wedbush AI Revolution ETF worth $212K as of Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Daymark Wealth Partners position in Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #818 holding.
  • Daymark Wealth Partners first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • Daymark Wealth Partners's Dan IVES Wedbush AI Revolution ETF position peaked at $286K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.