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IVES

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

NewEdge 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
Q1 		$3.86M Buy
136,159
+6,085
+5% +$188K 0.01% 793
2025
Q4 		$4.11M Buy
130,074
+35,097
+37% +$1.15M 0.01% 740
2025
Q3 		$3.05M Buy
+94,977
New +$2.73M 0.01% 818

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

NewEdge Advisors's IVES Position: Q1 2026 in Review

NewEdge Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 4.7% in Q1 2026, buying an estimated $188K and bringing the position to 136,159 shares worth $3.86M. The position accounts for 0.01% of the portfolio, ranked #793.

NewEdge Advisors first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.11M in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • NewEdge Advisors held 136,159 shares of Dan IVES Wedbush AI Revolution ETF worth $3.86M as of Q1 2026.
  • NewEdge Advisors bought 6,085 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $188K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #793 holding.
  • NewEdge Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $4.11M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.