NSIM
IVES

North Star Investment Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

North Star Investment Management’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 		$12.5K Buy
+328
New +$11.6K ﹤0.01% 1026

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

North Star Investment Management's IVES Position: Q2 2026 in Review

North Star Investment Management opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 328 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1026 among its holdings.

133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • North Star Investment Management held 328 shares of Dan IVES Wedbush AI Revolution ETF worth $12.5K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new North Star Investment Management position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1026 holding.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.