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
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

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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

O'Rourke & Company's IVES Position: Q1 2026 in Review

O'Rourke & Company increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 45% in Q1 2026, buying an estimated $548K and bringing the position to 56,756 shares worth $1.61M. The position accounts for 0.64% of the portfolio, ranked #43.

O'Rourke & Company first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • O'Rourke & Company held 56,756 shares of Dan IVES Wedbush AI Revolution ETF worth $1.61M as of Q1 2026.
  • O'Rourke & Company bought 17,728 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $548K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.64% of O'Rourke & Company's portfolio in Q1 2026, its #43 holding.
  • O'Rourke & Company first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.