MFIM
IVES

Mesirow Financial Investment Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Mesirow Financial Investment Management’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 		$1.57M Buy
41,294
+21,022
+104% +$740K 0.02% 234
2026
Q1 		$575K Buy
+20,272
New +$627K 0.01% 340

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

Mesirow Financial Investment Management's IVES Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 104% in Q2 2026, buying an estimated $740K and bringing the position to 41,294 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #234.

Mesirow Financial Investment Management first reported a position in IVES in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Mesirow Financial Investment Management held 41,294 shares of Dan IVES Wedbush AI Revolution ETF worth $1.57M as of Q2 2026.
  • Mesirow Financial Investment Management bought 21,022 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $740K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #234 holding.
  • Mesirow Financial Investment Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.