KF
IVES

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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Krilogy Financial's IVES Position: Q2 2026 in Review

Krilogy Financial reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 48% in Q2 2026, selling an estimated $560K and leaving 17,076 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #541.

Krilogy Financial first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Krilogy Financial held 17,076 shares of Dan IVES Wedbush AI Revolution ETF worth $651K as of Q2 2026.
  • Krilogy Financial sold 15,894 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $560K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #541 holding.
  • Krilogy Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • Krilogy Financial's Dan IVES Wedbush AI Revolution ETF position peaked at $1.33M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.