KFP
IVES

Kerr Financial Planning’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Kerr Financial Planning’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 		$39 Sell
1
-8
-89% -$282 ﹤0.01% 528
2026
Q1 		$294 Sell
9
-4
-31% -$124 ﹤0.01% 494
2025
Q4 		$382 Hold
13
– – ﹤0.01% 475
2025
Q3 		$420 Buy
+13
New +$374 ﹤0.01% 529

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

Kerr Financial Planning's IVES Position: Q2 2026 in Review

Kerr Financial Planning reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 89% in Q2 2026, selling an estimated $282 and leaving 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Kerr Financial Planning first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. The position peaked at $420 in Q3 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Kerr Financial Planning held 1 share of Dan IVES Wedbush AI Revolution ETF worth $39 as of Q2 2026.
  • Kerr Financial Planning sold 8 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $282.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #528 holding.
  • Kerr Financial Planning first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Dan IVES Wedbush AI Revolution ETF position peaked at $420 in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.