EAM
IVES

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

Everstar 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
Q1 		$568K Buy
+20,033
New +$619K 0.3% 102
2025
Q4 		– Sell
-19,234
Closed -$618K – 213
2025
Q3 		$618K Buy
+19,234
New +$553K 0.35% 94

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 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 $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Everstar Asset Management's IVES Position: Q1 2026 in Review

Everstar Asset Management opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026: 20,033 shares worth $568K. The stake represents 0.3% of the portfolio and ranks #102 among its holdings. This is a return to the name: Everstar Asset Management previously reported a position in IVES as recently as Q3 2025.

Everstar Asset Management first reported a position in IVES in Q3 2025 and has held it in 2 quarters since. The position peaked at $618K in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Everstar Asset Management held 20,033 shares of Dan IVES Wedbush AI Revolution ETF worth $568K as of Q1 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Everstar Asset Management position in Q1 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.3% of Everstar Asset Management's portfolio in Q1 2026, its #102 holding.
  • Everstar Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 2 quarters since.
  • Everstar Asset Management's Dan IVES Wedbush AI Revolution ETF position peaked at $618K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.