PWA
IVES

Primoris Wealth Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Primoris Wealth 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
Q1 		– Sell
-7,500
Closed -$237K – 124
2025
Q4 		$237K Hold
7,500
– – 0.14% 100
2025
Q3 		$241K Buy
+7,500
New +$216K 0.15% 90

Other funds holding IVES

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
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Primoris Wealth Advisors's IVES Position: Q1 2026 in Review

Primoris Wealth Advisors sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026, closing a stake of 7,500 shares — an estimated $237K sold.

Primoris Wealth Advisors first reported a position in IVES in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Primoris Wealth Advisors reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Primoris Wealth Advisors sold 7,500 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $237K.
  • Primoris Wealth Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and held it in 2 quarters.
  • Primoris Wealth Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $241K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.