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 Q3	$1.66M	Sell	40,543 -15,220	-27%	-$587K	0.11%	153
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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

First Heartland Consultants's IVES Position: Q3 2026 in Review

First Heartland Consultants reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 27% in Q3 2026, selling an estimated $587K and leaving 40,543 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #153.

First Heartland Consultants first reported a position in IVES in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.2M in Q4 2025. 19 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

First Heartland Consultants held 40,543 shares of Dan IVES Wedbush AI Revolution ETF worth $1.66M as of Q3 2026.
First Heartland Consultants sold 15,220 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $587K.
Dan IVES Wedbush AI Revolution ETF made up 0.11% of First Heartland Consultants's portfolio in Q3 2026, its #153 holding.
First Heartland Consultants first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 6 quarters since.
First Heartland Consultants's Dan IVES Wedbush AI Revolution ETF position peaked at $10.2M in Q4 2025.
19 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.