Polaris Financial Partners’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Polaris Financial Partners’s Portfolio IVEP Stock Details IVEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$84K	Buy	+3,319	New	+$86.6K	0.04%	144

Polaris Financial Partners's IVEP Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q3 2026: 3,319 shares worth $84K. The stake represents 0.04% of the portfolio and ranks #144 among its holdings.

1 fund tracked by Wall St. Rank holds IVEP as of Q3 2026.

Polaris Financial Partners held 3,319 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $84K as of Q3 2026.
Dan IVES Wedbush AI Power & Infrastructure ETF was a new Polaris Financial Partners position in Q3 2026.
Dan IVES Wedbush AI Power & Infrastructure ETF made up 0.04% of Polaris Financial Partners's portfolio in Q3 2026, its #144 holding.
1 fund tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.