EWM
IVES

Empirical Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Empirical Wealth 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 		– Sell
-14,040
Closed -$444K – 1050
2025
Q4 		$444K Buy
+14,040
New +$459K 0.01% 559

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 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 $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Empirical Wealth Management's IVES Position: Q1 2026 in Review

Empirical Wealth Management sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026, closing a stake of 14,040 shares — an estimated $444K sold.

Empirical Wealth Management first reported a position in IVES in Q4 2025 and held it in 1 quarter. The position peaked at $444K in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Empirical Wealth Management reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 14,040 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $444K.
  • Empirical Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and held it in 1 quarter.
  • Empirical Wealth Management's Dan IVES Wedbush AI Revolution ETF position peaked at $444K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Empirical Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.