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
Q2 		$89.6K Sell
2,352
-6,351
-73% -$224K 0.01% 706
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Institute for Wealth Management's IVES Position: Q2 2026 in Review

Institute for Wealth Management reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 73% in Q2 2026, selling an estimated $224K and leaving 2,352 shares worth $89.6K. The position accounts for 0.01% of the portfolio, ranked #706.

Institute for Wealth Management first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. The position peaked at $247K in Q1 2026. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Institute for Wealth Management held 2,352 shares of Dan IVES Wedbush AI Revolution ETF worth $89.6K as of Q2 2026.
  • Institute for Wealth Management sold 6,351 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $224K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Institute for Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's Dan IVES Wedbush AI Revolution ETF position peaked at $247K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.