Osaic Holdings
IVES

Osaic Holdings’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Osaic Holdings’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 		$290K Buy
7,599
+3,870
+104% +$136K ﹤0.01% 4125
2026
Q1 		$106K Buy
3,729
+401
+12% +$12.4K ﹤0.01% 4639
2025
Q4 		$105K Buy
3,328
+3,078
+1,231% +$101K ﹤0.01% 4661
2025
Q3 		$7.08K Buy
+250
New +$7.19K ﹤0.01% 6565

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

Osaic Holdings's IVES Position: Q2 2026 in Review

Osaic Holdings increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 104% in Q2 2026, buying an estimated $136K and bringing the position to 7,599 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

Osaic Holdings 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.

  • Osaic Holdings held 7,599 shares of Dan IVES Wedbush AI Revolution ETF worth $290K as of Q2 2026.
  • Osaic Holdings bought 3,870 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $136K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4125 holding.
  • Osaic Holdings 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.