Mercer Global Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Mercer Global Advisors’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	$7.47K	Buy	+196	New	+$6.9K	﹤0.01%	5228

Other funds holding IVES

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AWM

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

Mercer Global Advisors's IVES Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 196 shares worth $7.47K. The stake represents ﹤0.01% of the portfolio and ranks #5228 among its holdings.

108 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Mercer Global Advisors held 196 shares of Dan IVES Wedbush AI Revolution ETF worth $7.47K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Mercer Global Advisors position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5228 holding.
108 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.