GAMMA Investing
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GAMMA Investing’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

GAMMA Investing’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 		$8.21K Hold
200
– – ﹤0.01% 3452
2026
Q2 		$7.62K Buy
+200
New +$7.04K ﹤0.01% 3316

Other funds holding IVES

NWWA
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Titleist Asset Management
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
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avidian Wealth Enterprises
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
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

GAMMA Investing's IVES Position: Q3 2026 in Review

GAMMA Investing held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q3 2026 at 200 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

GAMMA Investing first reported a position in IVES in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • GAMMA Investing held 200 shares of Dan IVES Wedbush AI Revolution ETF worth $8.21K as of Q3 2026.
  • GAMMA Investing 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 GAMMA Investing's portfolio in Q3 2026, its #3452 holding.
  • GAMMA Investing first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.