Group One Trading
IVES

Group One Trading’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Group One Trading’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
Q1 		$32.3K Sell
1,137
-168
-13% -$5.19K ﹤0.01% 5605
2025
Q4 		$41.3K Sell
1,305
-1,785
-58% -$58.4K ﹤0.01% 5759
2025
Q3 		$99.3K Buy
+3,090
New +$88.8K ﹤0.01% 5358

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Group One Trading's IVES Position: Q1 2026 in Review

Group One Trading reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 13% in Q1 2026, selling an estimated $5.19K and leaving 1,137 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5605.

Group One Trading first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $99.3K in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Group One Trading held 1,137 shares of Dan IVES Wedbush AI Revolution ETF worth $32.3K as of Q1 2026.
  • Group One Trading sold 168 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $5.19K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Group One Trading's portfolio in Q1 2026, its #5605 holding.
  • Group One Trading first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • Group One Trading's Dan IVES Wedbush AI Revolution ETF position peaked at $99.3K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Group One Trading's 13F filing for Q1 2026, filed 13 May 2026.