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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
Q2 		$6.57M Buy
172,418
+36,259
+27% +$1.28M 0.02% 670
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

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
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

NewEdge Advisors's IVES Position: Q2 2026 in Review

NewEdge Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 27% in Q2 2026, buying an estimated $1.28M and bringing the position to 172,418 shares worth $6.57M. The position accounts for 0.02% of the portfolio, ranked #670.

NewEdge 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.

  • NewEdge Advisors held 172,418 shares of Dan IVES Wedbush AI Revolution ETF worth $6.57M as of Q2 2026.
  • NewEdge Advisors bought 36,259 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $1.28M.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #670 holding.
  • NewEdge 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 NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.