NWWA
IVES

New Wave Wealth Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

New Wave Wealth 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 		$10.7M Buy
280,218
+15,050
+6% +$530K 2.91% 6
2026
Q1 		$7.52M Buy
+265,168
New +$8.2M 2.61% 10

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

New Wave Wealth Advisors's IVES Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.7% in Q2 2026, buying an estimated $530K and bringing the position to 280,218 shares worth $10.7M. The position accounts for 2.91% of the portfolio, ranked #6.

New Wave Wealth 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.

  • New Wave Wealth Advisors held 280,218 shares of Dan IVES Wedbush AI Revolution ETF worth $10.7M as of Q2 2026.
  • New Wave Wealth Advisors bought 15,050 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $530K.
  • Dan IVES Wedbush AI Revolution ETF made up 2.91% of New Wave Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • New Wave Wealth 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 New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.