DiNuzzo Private Wealth
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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
Q3 		$50.3K Hold
1,225
– – 0.01% 136
2026
Q2 		$46.7K Hold
1,225
– – ﹤0.01% 143
2026
Q1 		$34.8K Buy
+1,225
New +$37.9K ﹤0.01% 153

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Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DiNuzzo Private Wealth's IVES Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q3 2026 at 1,225 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #136.

DiNuzzo Private Wealth first reported a position in IVES in Q1 2026 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • DiNuzzo Private Wealth held 1,225 shares of Dan IVES Wedbush AI Revolution ETF worth $50.3K as of Q3 2026.
  • DiNuzzo Private Wealth left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #136 holding.
  • DiNuzzo Private Wealth first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.