HSA
IVES

HBK Sorce Advisory’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

HBK Sorce Advisory’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 		$440K Buy
11,428
+2,598
+29% +$91.5K 0.01% 408
2026
Q1 		$321K Buy
8,830
+839
+10% +$25.9K 0.01% 480
2025
Q4 		$243K Buy
+7,991
New +$262K 0.01% 534

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

HBK Sorce Advisory's IVES Position: Q2 2026 in Review

HBK Sorce Advisory increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 29% in Q2 2026, buying an estimated $91.5K and bringing the position to 11,428 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #408.

HBK Sorce Advisory first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • HBK Sorce Advisory held 11,428 shares of Dan IVES Wedbush AI Revolution ETF worth $440K as of Q2 2026.
  • HBK Sorce Advisory bought 2,598 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $91.5K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #408 holding.
  • HBK Sorce Advisory first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.