JIP
IVES

Jaffetilchin Investment Partners’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Jaffetilchin Investment Partners’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 		– Sell
-7,914
Closed -$250K – 505
2025
Q4 		$250K Buy
+7,914
New +$259K 0.01% 399

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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 $367M AUM 36.16% 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 $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Jaffetilchin Investment Partners's IVES Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026, closing a stake of 7,914 shares — an estimated $250K sold.

Jaffetilchin Investment Partners first reported a position in IVES in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 7,914 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $250K.
  • Jaffetilchin Investment Partners first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Dan IVES Wedbush AI Revolution ETF position peaked at $250K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.