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 Q2	$248K	Buy	+6,500	New	+$229K	﹤0.01%	402

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

Forvis Mazars Wealth Advisors's IVES Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 6,500 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #402 among its holdings.

133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Forvis Mazars Wealth Advisors held 6,500 shares of Dan IVES Wedbush AI Revolution ETF worth $248K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #402 holding.
133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.