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
2025 Q4	$29.3K	Buy	+926	New	+$30.3K	﹤0.01%	1298

Other funds holding IVES

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FHC

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM

SageView Advisory Group's IVES Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q4 2025: 926 shares worth $29.3K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings.

119 funds tracked by Wall St. Rank hold IVES as of Q4 2025.

SageView Advisory Group held 926 shares of Dan IVES Wedbush AI Revolution ETF worth $29.3K as of Q4 2025.
Dan IVES Wedbush AI Revolution ETF was a new SageView Advisory Group position in Q4 2025.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1298 holding.
119 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.