Polaris Financial Partners’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Polaris Financial Partners’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 Q3	$1.7M	Buy	+41,191	New	+$1.59M	0.76%	26

Other funds holding IVES

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Polaris Financial Partners opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026: 41,191 shares worth $1.7M. The stake represents 0.76% of the portfolio and ranks #26 among its holdings.

2 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Polaris Financial Partners held 41,191 shares of Dan IVES Wedbush AI Revolution ETF worth $1.7M as of Q3 2026.
Dan IVES Wedbush AI Revolution ETF was a new Polaris Financial Partners position in Q3 2026.
Dan IVES Wedbush AI Revolution ETF made up 0.76% of Polaris Financial Partners's portfolio in Q3 2026, its #26 holding.
2 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

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