PSCM
IVES

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

Per Stirling 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
2025
Q4 		– Sell
-26,360
Closed -$847K – 317
2025
Q3 		$847K Buy
+26,360
New +$758K 0.1% 129

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

Per Stirling Capital Management's IVES Position: Q4 2025 in Review

Per Stirling Capital Management sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q4 2025, closing a stake of 26,360 shares — an estimated $847K sold.

Per Stirling Capital Management first reported a position in IVES in Q3 2025 and held it in 1 quarter. The position peaked at $847K in Q3 2025. 119 funds tracked by Wall St. Rank hold IVES as of Q4 2025.

  • Per Stirling Capital Management reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q4 2025 after selling out during the quarter.
  • Per Stirling Capital Management sold 26,360 Dan IVES Wedbush AI Revolution ETF shares in Q4 2025, an estimated $847K.
  • Per Stirling Capital Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and held it in 1 quarter.
  • Per Stirling Capital Management's Dan IVES Wedbush AI Revolution ETF position peaked at $847K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q4 2025.

Based on Per Stirling Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.