LPL Financial
IVES

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

LPL 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 		$1.67M Sell
43,793
-2,225
-5% -$78.4K ﹤0.01% 3952
2026
Q1 		$1.31M Sell
46,018
-852
-2% -$26.3K ﹤0.01% 3918
2025
Q4 		$1.48M Sell
46,870
-102,500
-69% -$3.35M ﹤0.01% 3677
2025
Q3 		$4.8M Buy
+149,370
New +$4.29M ﹤0.01% 2494

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

LPL Financial's IVES Position: Q2 2026 in Review

LPL Financial reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 4.8% in Q2 2026, selling an estimated $78.4K and leaving 43,793 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #3952.

LPL Financial first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.8M in Q3 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • LPL Financial held 43,793 shares of Dan IVES Wedbush AI Revolution ETF worth $1.67M as of Q2 2026.
  • LPL Financial sold 2,225 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $78.4K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3952 holding.
  • LPL Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Dan IVES Wedbush AI Revolution ETF position peaked at $4.8M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.