DPW
IVES

DiNuzzo Private Wealth’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

DiNuzzo Private Wealth’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 		$46.7K Hold
1,225
– – ﹤0.01% 143
2026
Q1 		$34.8K Buy
+1,225
New +$37.9K ﹤0.01% 153

Other funds holding IVES

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 $43.3B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

DiNuzzo Private Wealth's IVES Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 1,225 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #143.

DiNuzzo Private Wealth first reported a position in IVES in Q1 2026 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • DiNuzzo Private Wealth held 1,225 shares of Dan IVES Wedbush AI Revolution ETF worth $46.7K as of Q2 2026.
  • DiNuzzo Private Wealth left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #143 holding.
  • DiNuzzo Private Wealth first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.