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 Q2	$7.62K	Buy	+200	New	+$7.04K	﹤0.01%	3316

Other funds holding IVES

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return

Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing's IVES Position: Q2 2026 in Review

GAMMA Investing opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 200 shares worth $7.62K. The stake represents ﹤0.01% of the portfolio and ranks #3316 among its holdings.

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

GAMMA Investing held 200 shares of Dan IVES Wedbush AI Revolution ETF worth $7.62K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new GAMMA Investing position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3316 holding.
42 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.