Sachetta’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Sachetta’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	$2.46K	Buy	+65	New	+$2.29K	﹤0.01%	811

Other funds holding IVES

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

CV Advisors Aventura, Florida $542M AUM 24.89% 1-Year Est. Return

Runnymede Capital Advisors Dublin, Ohio $168M AUM 90.66% 1-Year Est. Return

Sachetta's IVES Position: Q2 2026 in Review

Sachetta opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 65 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings.

28 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Sachetta held 65 shares of Dan IVES Wedbush AI Revolution ETF worth $2.46K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Sachetta position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #811 holding.
28 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.