IIC
IVES

Integrated Investment Consultants’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Integrated Investment Consultants’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 		$241K Buy
+6,334
New +$223K 0.05% 240

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

Integrated Investment Consultants's IVES Position: Q2 2026 in Review

Integrated Investment Consultants opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 6,334 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #240 among its holdings.

133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Integrated Investment Consultants held 6,334 shares of Dan IVES Wedbush AI Revolution ETF worth $241K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Integrated Investment Consultants position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.05% of Integrated Investment Consultants's portfolio in Q2 2026, its #240 holding.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.