Envestnet Asset Management
IVES

Envestnet Asset Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Envestnet Asset 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
Q2 		$543K Buy
14,247
+2,010
+16% +$70.8K ﹤0.01% 4013
2026
Q1 		$347K Sell
12,237
-19,377
-61% -$599K ﹤0.01% 4192
2025
Q4 		$999K Sell
31,614
-52,970
-63% -$1.73M ﹤0.01% 3267
2025
Q3 		$2.72M Buy
84,584
+51,924
+159% +$1.49M ﹤0.01% 2678
2025
Q2 		$885K Buy
+32,660
New +$854K ﹤0.01% 3347

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
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 $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Envestnet Asset Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 16% in Q2 2026, buying an estimated $70.8K and bringing the position to 14,247 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #4013.

Envestnet Asset Management first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.72M in Q3 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Envestnet Asset Management held 14,247 shares of Dan IVES Wedbush AI Revolution ETF worth $543K as of Q2 2026.
  • Envestnet Asset Management bought 2,010 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $70.8K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4013 holding.
  • Envestnet Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Dan IVES Wedbush AI Revolution ETF position peaked at $2.72M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

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