EPG
IVES

Estate Planners Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Estate Planners Group’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 		$711K Buy
18,653
+898
+5% +$31.6K 0.32% 30
2026
Q1 		$504K Buy
17,755
+1,894
+12% +$58.5K 0.24% 42
2025
Q4 		$501K Buy
+15,861
New +$519K 0.22% 40

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

Estate Planners Group's IVES Position: Q2 2026 in Review

Estate Planners Group increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 18,653 shares worth $711K. The position accounts for 0.32% of the portfolio, ranked #30.

Estate Planners Group first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Estate Planners Group held 18,653 shares of Dan IVES Wedbush AI Revolution ETF worth $711K as of Q2 2026.
  • Estate Planners Group bought 898 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $31.6K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.32% of Estate Planners Group's portfolio in Q2 2026, its #30 holding.
  • Estate Planners Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.