IFWM
IVES

Institute for Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Institute for Wealth Management’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
Q1 		$247K Buy
8,703
+974
+13% +$30.1K 0.03% 473
2025
Q4 		$244K Buy
+7,729
New +$253K 0.03% 493

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Institute for Wealth Management's IVES Position: Q1 2026 in Review

Institute for Wealth Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 13% in Q1 2026, buying an estimated $30.1K and bringing the position to 8,703 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #473.

Institute for Wealth Management first reported a position in IVES in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Institute for Wealth Management held 8,703 shares of Dan IVES Wedbush AI Revolution ETF worth $247K as of Q1 2026.
  • Institute for Wealth Management bought 974 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $30.1K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #473 holding.
  • Institute for Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.