Forvis Mazars Wealth Advisors
IVES icon

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

Forvis Mazars 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
Q3 		$267K Hold
6,500
– – ﹤0.01% 386
2026
Q2 		$248K Buy
+6,500
New +$229K ﹤0.01% 402

Other funds holding IVES

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM

Forvis Mazars Wealth Advisors's IVES Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q3 2026 at 6,500 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Forvis Mazars Wealth Advisors first reported a position in IVES in Q2 2026 and has held it in 2 quarters since. 61 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 6,500 shares of Dan IVES Wedbush AI Revolution ETF worth $267K as of Q3 2026.
  • Forvis Mazars Wealth Advisors left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q3 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #386 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • 61 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.