BFC Planning, Inc.’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

BFC Planning, Inc.’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	$7.46K	Buy	+196	New	+$6.9K	﹤0.01%	2510

Other funds holding IVES

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

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

BFC Planning, Inc.'s IVES Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 196 shares worth $7.46K. The stake represents ﹤0.01% of the portfolio and ranks #2510 among its holdings.

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

BFC Planning, Inc. held 196 shares of Dan IVES Wedbush AI Revolution ETF worth $7.46K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new BFC Planning, Inc. position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2510 holding.
135 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.