IMA Advisory Services’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

IMA Advisory Services’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	$2.9K	Hold	76	–	–	﹤0.01%	1019
2026 Q1	$2.16K	Hold	76	–	–	﹤0.01%	625
2025 Q4	$2.4K	Hold	76	–	–	﹤0.01%	620
2025 Q3	$2.44K	Hold	76	–	–	﹤0.01%	341
2025 Q2	$2.06K	Buy	+76	New	+$1.99K	﹤0.01%	337

Other funds holding IVES

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IMA Advisory Services's IVES Position: Q2 2026 in Review

IMA Advisory Services held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 76 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

IMA Advisory Services 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.

IMA Advisory Services held 76 shares of Dan IVES Wedbush AI Revolution ETF worth $2.9K as of Q2 2026.
IMA Advisory Services left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1019 holding.
IMA Advisory Services 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.