SAM
IVES

Seelaus Asset Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Seelaus Asset Management’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 		$281K Hold
7,365
– – 0.2% 148
2026
Q1 		$209K Buy
7,365
+200
+3% +$6.18K 0.15% 182
2025
Q4 		$226K Buy
+7,165
New +$234K 0.18% 145

Other funds holding IVES

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $125M AUM
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Seelaus Asset Management's IVES Position: Q2 2026 in Review

Seelaus Asset Management held its Dan IVES Wedbush AI Revolution ETF (IVES) position steady in Q2 2026 at 7,365 shares worth $281K. The position accounts for 0.2% of the portfolio, ranked #148.

Seelaus Asset Management first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Seelaus Asset Management held 7,365 shares of Dan IVES Wedbush AI Revolution ETF worth $281K as of Q2 2026.
  • Seelaus Asset Management left its Dan IVES Wedbush AI Revolution ETF share count unchanged in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.2% of Seelaus Asset Management's portfolio in Q2 2026, its #148 holding.
  • Seelaus Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.