EWM
IVES

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

Evolution Wealth 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
2025
Q4 		– Sell
-777
Closed -$25K – 790
2025
Q3 		$25K Hold
777
– – 0.03% 272
2025
Q2 		$21.1K Buy
+777
New +$20.3K 0.03% 275

Other funds holding IVES

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Evolution Wealth Management's IVES Position: Q4 2025 in Review

Evolution Wealth Management sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q4 2025, closing a stake of 777 shares — an estimated $25K sold.

Evolution Wealth Management first reported a position in IVES in Q2 2025 and held it in 2 quarters. The position peaked at $25K in Q3 2025. 119 funds tracked by Wall St. Rank hold IVES as of Q4 2025.

  • Evolution Wealth Management reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 777 Dan IVES Wedbush AI Revolution ETF shares in Q4 2025, an estimated $25K.
  • Evolution Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's Dan IVES Wedbush AI Revolution ETF position peaked at $25K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.