Envestnet Asset Management
IVEP

Envestnet Asset Management’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Envestnet Asset Management’s Portfolio IVEP Stock Details IVEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$416K Buy
+14,865
New +$414K ﹤0.01% 4223

Other funds holding IVEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

Envestnet Asset Management's IVEP Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q2 2026: 14,865 shares worth $416K. The stake represents ﹤0.01% of the portfolio and ranks #4223 among its holdings.

3 funds tracked by Wall St. Rank hold IVEP as of Q2 2026.

  • Envestnet Asset Management held 14,865 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $416K as of Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new Envestnet Asset Management position in Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4223 holding.
  • 3 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.