Mariner
IVES

Mariner’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Mariner’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 		$891K Sell
23,374
-1,000
-4% -$35.2K ﹤0.01% 2036
2026
Q1 		$691K Buy
24,374
+1,818
+8% +$56.2K ﹤0.01% 2247
2025
Q4 		$713K Buy
22,556
+10,123
+81% +$331K ﹤0.01% 2196
2025
Q3 		$399K Buy
12,433
+3,244
+35% +$93.2K ﹤0.01% 2597
2025
Q2 		$249K Buy
+9,189
New +$240K ﹤0.01% 2875

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

Mariner's IVES Position: Q2 2026 in Review

Mariner reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 4.1% in Q2 2026, selling an estimated $35.2K and leaving 23,374 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Mariner first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Mariner held 23,374 shares of Dan IVES Wedbush AI Revolution ETF worth $891K as of Q2 2026.
  • Mariner sold 1,000 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $35.2K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2036 holding.
  • Mariner first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.