SAG
IVES

SageView Advisory Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-926
Closed -$29.3K – 2592
2025
Q4 		$29.3K Buy
+926
New +$30.3K ﹤0.01% 1298

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SageView Advisory Group's IVES Position: Q1 2026 in Review

SageView Advisory Group sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026, closing a stake of 926 shares — an estimated $29.3K sold.

SageView Advisory Group first reported a position in IVES in Q4 2025 and held it in 1 quarter. The position peaked at $29.3K in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • SageView Advisory Group reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 926 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $29.3K.
  • SageView Advisory Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Dan IVES Wedbush AI Revolution ETF position peaked at $29.3K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.