Raymond James Financial’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Raymond James Financial’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	$10.2M	Buy	249,418 +8,387	+3%	+$323K	﹤0.01%	2123
2026 Q2	$9.18M	Buy	241,031 +167,735	+229%	+$5.91M	﹤0.01%	2238
2026 Q1	$2.08M	Buy	73,296 +20,462	+39%	+$632K	﹤0.01%	3339
2025 Q4	$1.67M	Buy	52,834 +38,239	+262%	+$1.25M	﹤0.01%	3408
2025 Q3	$469K	Buy	+14,595	New	+$420K	﹤0.01%	4156

Other funds holding IVES

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $319M AUM 41.45% 1-Year Est. Return

Raymond James Financial's IVES Position: Q3 2026 in Review

Raymond James Financial increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 3.5% in Q3 2026, buying an estimated $323K and bringing the position to 249,418 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Raymond James Financial first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Raymond James Financial held 249,418 shares of Dan IVES Wedbush AI Revolution ETF worth $10.2M as of Q3 2026.
Raymond James Financial bought 8,387 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $323K.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2123 holding.
Raymond James Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
115 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.