MA
IVES

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

Mutual 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 		$1.15M Sell
30,139
-1,190
-4% -$41.9K 0.02% 595
2026
Q1 		$889K Buy
31,329
+14,795
+89% +$457K 0.02% 641
2025
Q4 		$523K Buy
16,534
+1,601
+11% +$52.4K 0.01% 853
2025
Q3 		$498K Buy
+14,933
New +$429K 0.01% 856

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Mutual Advisors's IVES Position: Q2 2026 in Review

Mutual Advisors reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 3.8% in Q2 2026, selling an estimated $41.9K and leaving 30,139 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #595.

Mutual Advisors first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Mutual Advisors held 30,139 shares of Dan IVES Wedbush AI Revolution ETF worth $1.15M as of Q2 2026.
  • Mutual Advisors sold 1,190 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $41.9K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #595 holding.
  • Mutual Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.