PNC Financial Services Group
IVES

PNC Financial Services Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

PNC Financial Services Group’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 		$118K Buy
3,100
+700
+29% +$24.7K ﹤0.01% 2810
2026
Q1 		$68.1K Hold
2,400
– – ﹤0.01% 3040
2025
Q4 		$75.9K Hold
2,400
– – ﹤0.01% 2984
2025
Q3 		$77.1K Sell
2,400
-3,300
-58% -$94.9K ﹤0.01% 2964
2025
Q2 		$155K Buy
+5,700
New +$149K ﹤0.01% 2388

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

PNC Financial Services Group's IVES Position: Q2 2026 in Review

PNC Financial Services Group increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 29% in Q2 2026, buying an estimated $24.7K and bringing the position to 3,100 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

PNC Financial Services Group first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $155K in Q2 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • PNC Financial Services Group held 3,100 shares of Dan IVES Wedbush AI Revolution ETF worth $118K as of Q2 2026.
  • PNC Financial Services Group bought 700 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $24.7K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of PNC Financial Services Group's portfolio in Q2 2026, its #2810 holding.
  • PNC Financial Services Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • PNC Financial Services Group's Dan IVES Wedbush AI Revolution ETF position peaked at $155K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.