HighTower Advisors
IVES

HighTower Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

HighTower Advisors’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 		$28.8M Buy
756,776
+79,288
+12% +$2.79M 0.03% 536
2026
Q1 		$19.2M Buy
677,488
+133,683
+25% +$4.13M 0.02% 630
2025
Q4 		$17.2M Buy
543,805
+332,426
+157% +$10.9M 0.02% 662
2025
Q3 		$6.79M Buy
211,379
+196,416
+1,313% +$5.65M 0.01% 1019
2025
Q2 		$406K Buy
+14,963
New +$391K ﹤0.01% 2699

Other funds holding IVES

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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

HighTower Advisors's IVES Position: Q2 2026 in Review

HighTower Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 12% in Q2 2026, buying an estimated $2.79M and bringing the position to 756,776 shares worth $28.8M. The position accounts for 0.03% of the portfolio, ranked #536.

HighTower Advisors first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • HighTower Advisors held 756,776 shares of Dan IVES Wedbush AI Revolution ETF worth $28.8M as of Q2 2026.
  • HighTower Advisors bought 79,288 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $2.79M.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of HighTower Advisors's portfolio in Q2 2026, its #536 holding.
  • HighTower Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.