First Heartland Consultants’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

First Heartland Consultants’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	$2.12M	Sell	55,763 -23,187	-29%	-$817K	0.14%	129
2026 Q1	$2.24M	Sell	78,950 -243,414	-76%	-$7.52M	0.17%	117
2025 Q4	$10.2M	Buy	322,364 +124,643	+63%	+$4.08M	0.77%	34
2025 Q3	$6.35M	Buy	197,721 +184,594	+1,406%	+$5.31M	0.51%	48
2025 Q2	$356K	Buy	+13,127	New	+$343K	0.03%	346

Other funds holding IVES

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Heartland Consultants's IVES Position: Q2 2026 in Review

First Heartland Consultants reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 29% in Q2 2026, selling an estimated $817K and leaving 55,763 shares worth $2.12M. The position accounts for 0.14% of the portfolio, ranked #129.

First Heartland Consultants first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.2M in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

First Heartland Consultants held 55,763 shares of Dan IVES Wedbush AI Revolution ETF worth $2.12M as of Q2 2026.
First Heartland Consultants sold 23,187 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $817K.
Dan IVES Wedbush AI Revolution ETF made up 0.14% of First Heartland Consultants's portfolio in Q2 2026, its #129 holding.
First Heartland Consultants first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
First Heartland Consultants's Dan IVES Wedbush AI Revolution ETF position peaked at $10.2M in Q4 2025.
133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.