HWM
IVES

HB Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

HB Wealth Management’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 		– Sell
-18,181
Closed -$516K – 1799
2026
Q1 		$516K Buy
+18,181
New +$562K ﹤0.01% 965

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

HB Wealth Management's IVES Position: Q2 2026 in Review

HB Wealth Management sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026, closing a stake of 18,181 shares — an estimated $516K sold.

HB Wealth Management first reported a position in IVES in Q1 2026 and held it in 1 quarter. The position peaked at $516K in Q1 2026. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • HB Wealth Management reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 18,181 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $516K.
  • HB Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's Dan IVES Wedbush AI Revolution ETF position peaked at $516K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.