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
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

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Krilogy Financial's IVES Position: Q1 2026 in Review

Krilogy Financial reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 19% in Q1 2026, selling an estimated $235K and leaving 32,970 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #352.

Krilogy Financial first reported a position in IVES in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Krilogy Financial held 32,970 shares of Dan IVES Wedbush AI Revolution ETF worth $1.07M as of Q1 2026.
  • Krilogy Financial sold 7,605 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $235K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #352 holding.
  • Krilogy Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 4 quarters since.
  • Krilogy Financial's Dan IVES Wedbush AI Revolution ETF position peaked at $1.33M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.