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

Redhawk 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
Q3 		$241K Buy
5,874
+414
+8% +$16K 0.02% 359
2026
Q2 		$208K Buy
+5,460
New +$192K 0.02% 388

Other funds holding IVES

New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Redhawk Wealth Advisors's IVES Position: Q3 2026 in Review

Redhawk Wealth Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 7.6% in Q3 2026, buying an estimated $16K and bringing the position to 5,874 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #359.

Redhawk Wealth Advisors first reported a position in IVES in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Redhawk Wealth Advisors held 5,874 shares of Dan IVES Wedbush AI Revolution ETF worth $241K as of Q3 2026.
  • Redhawk Wealth Advisors bought 414 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $16K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of Redhawk Wealth Advisors's portfolio in Q3 2026, its #359 holding.
  • Redhawk Wealth Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.