LB
IVES

Legacy Bridge’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Legacy Bridge’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 		– Sell
-300
Closed -$9.48K – 481
2025
Q4 		$9.48K Buy
300
+250
+500% +$8.18K ﹤0.01% 310
2025
Q3 		$1.61K Hold
50
– – ﹤0.01% 296
2025
Q2 		$1.36K Buy
+50
New +$1.31K ﹤0.01% 288

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Legacy Bridge's IVES Position: Q1 2026 in Review

Legacy Bridge sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026, closing a stake of 300 shares — an estimated $9.48K sold.

Legacy Bridge first reported a position in IVES in Q2 2025 and held it in 3 quarters. The position peaked at $9.48K in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Legacy Bridge reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Bridge sold 300 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $9.48K.
  • Legacy Bridge first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and held it in 3 quarters.
  • Legacy Bridge's Dan IVES Wedbush AI Revolution ETF position peaked at $9.48K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.