Pennsylvania Capital Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Pennsylvania Capital 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	$1.39M	Sell	36,533 -2,060	-5%	-$72.5K	0.35%	43
2026 Q1	$1.09M	Buy	38,593 +734	+2%	+$22.7K	0.31%	46
2025 Q4	$1.2M	Buy	37,859 +25,654	+210%	+$840K	0.33%	44
2025 Q3	$392K	Buy	+12,205	New	+$351K	0.11%	82

Other funds holding IVES

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Pennsylvania Capital Management's IVES Position: Q2 2026 in Review

Pennsylvania Capital Management reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.3% in Q2 2026, selling an estimated $72.5K and leaving 36,533 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #43.

Pennsylvania Capital Management first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Pennsylvania Capital Management held 36,533 shares of Dan IVES Wedbush AI Revolution ETF worth $1.39M as of Q2 2026.
Pennsylvania Capital Management sold 2,060 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $72.5K.
Dan IVES Wedbush AI Revolution ETF made up 0.35% of Pennsylvania Capital Management's portfolio in Q2 2026, its #43 holding.
Pennsylvania Capital Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.