Farther Finance Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Farther Finance 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 Q3	$1.57M	Buy	38,256 +2,663	+7%	+$103K	0.01%	885
2026 Q2	$1.36M	Buy	35,593 +3,984	+13%	+$140K	0.01%	922
2026 Q1	$907K	Buy	31,609 +10,784	+52%	+$333K	0.01%	1030
2025 Q4	$658K	Buy	20,825 +8,676	+71%	+$284K	0.01%	1141
2025 Q3	$390K	Buy	+12,149	New	+$349K	0.01%	1217

Other funds holding IVES

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Farther Finance Advisors's IVES Position: Q3 2026 in Review

Farther Finance Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 7.5% in Q3 2026, buying an estimated $103K and bringing the position to 38,256 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #885.

Farther Finance Advisors first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Farther Finance Advisors held 38,256 shares of Dan IVES Wedbush AI Revolution ETF worth $1.57M as of Q3 2026.
Farther Finance Advisors bought 2,663 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $103K.
Dan IVES Wedbush AI Revolution ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #885 holding.
Farther Finance Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.