ORC
IVES

O'Rourke & Company’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

O'Rourke & Company’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 		$2.46M Buy
64,612
+7,856
+14% +$277K 0.86% 34
2026
Q1 		$1.61M Buy
56,756
+17,728
+45% +$548K 0.64% 43
2025
Q4 		$1.23M Buy
39,028
+14,834
+61% +$485K 0.48% 50
2025
Q3 		$777K Buy
+24,194
New +$695K 0.32% 75

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
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

O'Rourke & Company's IVES Position: Q2 2026 in Review

O'Rourke & Company increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 14% in Q2 2026, buying an estimated $277K and bringing the position to 64,612 shares worth $2.46M. The position accounts for 0.86% of the portfolio, ranked #34.

O'Rourke & Company 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.

  • O'Rourke & Company held 64,612 shares of Dan IVES Wedbush AI Revolution ETF worth $2.46M as of Q2 2026.
  • O'Rourke & Company bought 7,856 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $277K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.86% of O'Rourke & Company's portfolio in Q2 2026, its #34 holding.
  • O'Rourke & Company 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 O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.