PCIA
IVES

Prime Capital Investment Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Prime Capital Investment Advisors’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 		$204K Buy
+5,342
New +$188K ﹤0.01% 1025

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

Prime Capital Investment Advisors's IVES Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 5,342 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings.

133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Prime Capital Investment Advisors held 5,342 shares of Dan IVES Wedbush AI Revolution ETF worth $204K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Prime Capital Investment Advisors position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1025 holding.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.