MWM
IVES

MGB Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

MGB Wealth 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
2025
Q4 		$2.44M Buy
77,230
+28,178
+57% +$922K 0.7% 29
2025
Q3 		$1.58M Buy
+49,052
New +$1.41M 0.45% 47

Other funds holding IVES

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

MGB Wealth Management's IVES Position: Q4 2025 in Review

MGB Wealth Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 57% in Q4 2025, buying an estimated $922K and bringing the position to 77,230 shares worth $2.44M. The position accounts for 0.7% of the portfolio, ranked #29.

MGB Wealth Management first reported a position in IVES in Q3 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold IVES as of Q4 2025.

  • MGB Wealth Management held 77,230 shares of Dan IVES Wedbush AI Revolution ETF worth $2.44M as of Q4 2025.
  • MGB Wealth Management bought 28,178 Dan IVES Wedbush AI Revolution ETF shares in Q4 2025, an estimated $922K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.7% of MGB Wealth Management's portfolio in Q4 2025, its #29 holding.
  • MGB Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.