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

Krilogy Financial’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 Q3	$333K	Sell	8,056 -9,020	-53%	-$348K	0.01%	814
2026 Q2	$651K	Sell	17,076 -15,894	-48%	-$560K	0.02%	541
2026 Q1	$1.07M	Sell	32,970 -7,605	-19%	-$235K	0.03%	352
2025 Q4	$1.33M	Buy	40,575 +1,476	+4%	+$48.3K	0.05%	287
2025 Q3	$1.32M	Buy	39,099 +5,513	+16%	+$158K	0.05%	272
2025 Q2	$911K	Buy	+33,586	New	+$878K	0.05%	187

Other funds holding IVES

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Krilogy Financial's IVES Position: Q3 2026 in Review

Krilogy Financial reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 53% in Q3 2026, selling an estimated $348K and leaving 8,056 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #814.

Krilogy Financial first reported a position in IVES in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q4 2025. 25 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Krilogy Financial held 8,056 shares of Dan IVES Wedbush AI Revolution ETF worth $333K as of Q3 2026.
Krilogy Financial sold 9,020 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $348K.
Dan IVES Wedbush AI Revolution ETF made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #814 holding.
Krilogy Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 6 quarters since.
Krilogy Financial's Dan IVES Wedbush AI Revolution ETF position peaked at $1.33M in Q4 2025.
25 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.