Royal Bank of Canada
IVES

Royal Bank of Canada’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Royal Bank of Canada’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 		$475K Sell
12,455
-65
-0.5% -$2.29K ﹤0.01% 4402
2026
Q1 		$355K Sell
12,520
-140,079
-92% -$4.33M ﹤0.01% 4369
2025
Q4 		$4.82M Buy
152,599
+141,519
+1,277% +$4.63M ﹤0.01% 2455
2025
Q3 		$355K Buy
11,080
+8,502
+330% +$244K ﹤0.01% 4729
2025
Q2 		$69K Buy
+2,578
New +$67.4K ﹤0.01% 5781

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Royal Bank of Canada's IVES Position: Q2 2026 in Review

Royal Bank of Canada reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 0.52% in Q2 2026, selling an estimated $2.29K and leaving 12,455 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Royal Bank of Canada first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.82M in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Royal Bank of Canada held 12,455 shares of Dan IVES Wedbush AI Revolution ETF worth $475K as of Q2 2026.
  • Royal Bank of Canada sold 65 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $2.29K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #4402 holding.
  • Royal Bank of Canada first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • Royal Bank of Canada's Dan IVES Wedbush AI Revolution ETF position peaked at $4.82M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.