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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$546K	Sell
2025 Q4	$629K	Buy
2025 Q3	$249K	Buy