FSA Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

FSA Wealth Management’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
2025 Q3	$6.42K	Buy	+200	New	+$5.75K	﹤0.01%	367

Other funds holding IVES

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

CCS

Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FSA Wealth Management's IVES Position: Q3 2025 in Review

FSA Wealth Management opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2025: 200 shares worth $6.42K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings.

94 funds tracked by Wall St. Rank hold IVES as of Q3 2025.

FSA Wealth Management held 200 shares of Dan IVES Wedbush AI Revolution ETF worth $6.42K as of Q3 2025.
Dan IVES Wedbush AI Revolution ETF was a new FSA Wealth Management position in Q3 2025.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #367 holding.
94 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.