GS
IVES

GTS Securities’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

GTS Securities’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 		$1.05M Buy
27,522
+7,757
+39% +$273K 0.02% 410
2026
Q1 		$561K Buy
+19,765
New +$611K 0.02% 679
2025
Q4 		– Sell
-31,588
Closed -$1.01M – 1904
2025
Q3 		$1.01M Sell
31,588
-200,803
-86% -$5.77M 0.04% 410
2025
Q2 		$6.3M Buy
+232,391
New +$6.08M 0.28% 58

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GTS Securities's IVES Position: Q2 2026 in Review

GTS Securities increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 39% in Q2 2026, buying an estimated $273K and bringing the position to 27,522 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #410.

GTS Securities first reported a position in IVES in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.3M in Q2 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • GTS Securities held 27,522 shares of Dan IVES Wedbush AI Revolution ETF worth $1.05M as of Q2 2026.
  • GTS Securities bought 7,757 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $273K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of GTS Securities's portfolio in Q2 2026, its #410 holding.
  • GTS Securities first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 4 quarters since.
  • GTS Securities's Dan IVES Wedbush AI Revolution ETF position peaked at $6.3M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on GTS Securities's 13F filing for Q2 2026, filed 14 Aug 2026.