MIA
IVES

Milestone Investment Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Milestone Investment 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 		$12.8K Hold
335
– – ﹤0.01% 127
2026
Q1 		$9.5K Buy
+335
New +$10.4K ﹤0.01% 129

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

Milestone Investment Advisors's IVES Position: Q2 2026 in Review

Milestone Investment Advisors held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 335 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

Milestone Investment Advisors 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.

  • Milestone Investment Advisors held 335 shares of Dan IVES Wedbush AI Revolution ETF worth $12.8K as of Q2 2026.
  • Milestone Investment Advisors left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #127 holding.
  • Milestone Investment Advisors 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 Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.