Marino Stram & Associates’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Marino Stram & Associates’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	$637K	Buy	16,728 +1,415	+9%	+$49.8K	0.1%	109
2026 Q1	$434K	Buy	15,313 +1,356	+10%	+$41.9K	0.08%	126
2025 Q4	$441K	Buy	13,957 +260	+2%	+$8.51K	0.08%	125
2025 Q3	$440K	Buy	13,697 +4,070	+42%	+$117K	0.08%	135
2025 Q2	$261K	Buy	+9,627	New	+$252K	0.05%	156

Other funds holding IVES

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Marino Stram & Associates's IVES Position: Q2 2026 in Review

Marino Stram & Associates increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 9.2% in Q2 2026, buying an estimated $49.8K and bringing the position to 16,728 shares worth $637K. The position accounts for 0.1% of the portfolio, ranked #109.

Marino Stram & Associates first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Marino Stram & Associates held 16,728 shares of Dan IVES Wedbush AI Revolution ETF worth $637K as of Q2 2026.
Marino Stram & Associates bought 1,415 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $49.8K.
Dan IVES Wedbush AI Revolution ETF made up 0.1% of Marino Stram & Associates's portfolio in Q2 2026, its #109 holding.
Marino Stram & Associates first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.