SPC
IVES

Sigma Planning Corp’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Sigma Planning Corp’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 		$388K Buy
13,679
+7,167
+110% +$222K 0.01% 949
2025
Q4 		$206K Buy
+6,512
New +$213K 0.01% 1217

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sigma Planning Corp's IVES Position: Q1 2026 in Review

Sigma Planning Corp increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 110% in Q1 2026, buying an estimated $222K and bringing the position to 13,679 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #949.

Sigma Planning Corp first reported a position in IVES in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Sigma Planning Corp held 13,679 shares of Dan IVES Wedbush AI Revolution ETF worth $388K as of Q1 2026.
  • Sigma Planning Corp bought 7,167 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $222K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #949 holding.
  • Sigma Planning Corp first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.