LC
IVES

Longitude (Cayman)’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Longitude (Cayman)’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 		$6.13M Buy
161,000
+3,000
+2% +$106K 1.95% 16
2026
Q1 		$4.48M Buy
158,000
+25,000
+19% +$773K 1.83% 23
2025
Q4 		$4.2M Buy
+133,000
New +$4.35M 1.82% 25

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Longitude (Cayman)'s IVES Position: Q2 2026 in Review

Longitude (Cayman) increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 1.9% in Q2 2026, buying an estimated $106K and bringing the position to 161,000 shares worth $6.13M. The position accounts for 1.95% of the portfolio, ranked #16.

Longitude (Cayman) first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Longitude (Cayman) held 161,000 shares of Dan IVES Wedbush AI Revolution ETF worth $6.13M as of Q2 2026.
  • Longitude (Cayman) bought 3,000 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $106K.
  • Dan IVES Wedbush AI Revolution ETF made up 1.95% of Longitude (Cayman)'s portfolio in Q2 2026, its #16 holding.
  • Longitude (Cayman) first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Longitude (Cayman)'s 13F filing for Q2 2026, filed 12 Aug 2026.