Raymond James Financial
IVES

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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial's IVES Position: Q2 2026 in Review

Raymond James Financial increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 229% in Q2 2026, buying an estimated $5.91M and bringing the position to 241,031 shares worth $9.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Raymond James Financial first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Raymond James Financial held 241,031 shares of Dan IVES Wedbush AI Revolution ETF worth $9.18M as of Q2 2026.
  • Raymond James Financial bought 167,735 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $5.91M.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2238 holding.
  • Raymond James Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.