EWA
IVES

Evolution Wealth Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Evolution Wealth Advisors’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 		$266K Sell
9,375
-1,655
-15% -$51.1K 0.03% 147
2025
Q4 		$349K Sell
11,030
-170
-2% -$5.56K 0.04% 122
2025
Q3 		$360K Buy
+11,200
New +$322K 0.05% 118

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

Evolution Wealth Advisors's IVES Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 15% in Q1 2026, selling an estimated $51.1K and leaving 9,375 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #147.

Evolution Wealth Advisors first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Evolution Wealth Advisors held 9,375 shares of Dan IVES Wedbush AI Revolution ETF worth $266K as of Q1 2026.
  • Evolution Wealth Advisors sold 1,655 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $51.1K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • Evolution Wealth Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $360K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.