OP
IVES

ORG Partners’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

ORG Partners’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
2025
Q4 		$5.06K Buy
160
+30
+23% +$982 ﹤0.01% 1217
2025
Q3 		$4.17K Buy
+130
New +$3.74K ﹤0.01% 1171

Other funds holding IVES

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

ORG Partners's IVES Position: Q4 2025 in Review

ORG Partners increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 23% in Q4 2025, buying an estimated $982 and bringing the position to 160 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

ORG Partners first reported a position in IVES in Q3 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold IVES as of Q4 2025.

  • ORG Partners held 160 shares of Dan IVES Wedbush AI Revolution ETF worth $5.06K as of Q4 2025.
  • ORG Partners bought 30 Dan IVES Wedbush AI Revolution ETF shares in Q4 2025, an estimated $982.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1217 holding.
  • ORG Partners first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.