Private Advisor Group
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Private Advisor Group’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Private Advisor Group’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 		$293K Buy
+11,634
New +$304K ﹤0.01% 2591

Other funds holding IVEP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Roble Belko & Company
Roble Belko & Company Sewickley, Pennsylvania $961M AUM 12.23% 1-Year Est. Return

Private Advisor Group's IVEP Position: Q3 2026 in Review

Private Advisor Group opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q3 2026: 11,634 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #2591 among its holdings.

8 funds tracked by Wall St. Rank hold IVEP as of Q3 2026.

  • Private Advisor Group held 11,634 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $293K as of Q3 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new Private Advisor Group position in Q3 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2591 holding.
  • 8 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.