JWA
IVES

JFS Wealth Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

JFS Wealth Advisors’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 		$14.1K Hold
370
– – ﹤0.01% 868
2026
Q1 		$10.5K Hold
370
– – ﹤0.01% 931
2025
Q4 		$11.7K Sell
370
-250
-40% -$8.18K ﹤0.01% 923
2025
Q3 		$19.9K Sell
620
-687
-53% -$19.7K ﹤0.01% 700
2025
Q2 		$35.4K Buy
+1,307
New +$34.2K ﹤0.01% 537

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

JFS Wealth Advisors's IVES Position: Q2 2026 in Review

JFS Wealth Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 370 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

JFS Wealth Advisors first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $35.4K in Q2 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • JFS Wealth Advisors held 370 shares of Dan IVES Wedbush AI Revolution ETF worth $14.1K as of Q2 2026.
  • JFS Wealth Advisors left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #868 holding.
  • JFS Wealth Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • JFS Wealth Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $35.4K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.