IFG
IVES

Independent Financial Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Independent Financial Group’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 		$1.04M Buy
27,200
+7,937
+41% +$280K 0.02% 673
2026
Q1 		$546K Sell
19,263
-621
-3% -$19.2K 0.01% 892
2025
Q4 		$629K Buy
19,884
+12,120
+156% +$397K 0.01% 786
2025
Q3 		$249K Buy
+7,764
New +$223K 0.01% 1176

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

Independent Financial Group's IVES Position: Q2 2026 in Review

Independent Financial Group increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 41% in Q2 2026, buying an estimated $280K and bringing the position to 27,200 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #673.

Independent Financial Group first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Independent Financial Group held 27,200 shares of Dan IVES Wedbush AI Revolution ETF worth $1.04M as of Q2 2026.
  • Independent Financial Group bought 7,937 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $280K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #673 holding.
  • Independent Financial Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.