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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
Q3 		$1.24M Buy
30,113
+2,913
+11% +$112K 0.02% 615
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

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Independent Financial Group's IVES Position: Q3 2026 in Review

Independent Financial Group increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 11% in Q3 2026, buying an estimated $112K and bringing the position to 30,113 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #615.

Independent Financial Group first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Independent Financial Group held 30,113 shares of Dan IVES Wedbush AI Revolution ETF worth $1.24M as of Q3 2026.
  • Independent Financial Group bought 2,913 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $112K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #615 holding.
  • Independent Financial Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.