RBC
IVEP

Roble Belko & Company’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Roble Belko & Company’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
Q2 		$3K Buy
+105
New +$2.93K ﹤0.01% 384

Other funds holding IVEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Roble Belko & Company's IVEP Position: Q2 2026 in Review

Roble Belko & Company opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q2 2026: 105 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

3 funds tracked by Wall St. Rank hold IVEP as of Q2 2026.

  • Roble Belko & Company held 105 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $3K as of Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new Roble Belko & Company position in Q2 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #384 holding.
  • 3 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.