Kestra Advisory Services’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Kestra Advisory Services’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	$1.08M	Sell	28,239 -2,285	-7%	-$80.5K	﹤0.01%	1772
2026 Q1	$866K	Buy	30,524 +5,208	+21%	+$161K	﹤0.01%	1839
2025 Q4	$800K	Buy	25,316 +2,236	+10%	+$73.2K	﹤0.01%	1819
2025 Q3	$741K	Buy	23,080 +11,064	+92%	+$318K	﹤0.01%	1797
2025 Q2	$326K	Buy	+12,016	New	+$314K	﹤0.01%	2280

Other funds holding IVES

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services's IVES Position: Q2 2026 in Review

Kestra Advisory Services reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 7.5% in Q2 2026, selling an estimated $80.5K and leaving 28,239 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Kestra Advisory Services first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Kestra Advisory Services held 28,239 shares of Dan IVES Wedbush AI Revolution ETF worth $1.08M as of Q2 2026.
Kestra Advisory Services sold 2,285 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $80.5K.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1772 holding.
Kestra Advisory Services first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.