Simplex Trading
IVES

Simplex Trading’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Simplex Trading’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 		– Sell
-3,745
Closed -$132K – 10597
2026
Q1 		$106K Sell
3,745
-9,917
-73% -$306K ﹤0.01% 5011
2025
Q4 		$432K Sell
13,662
-21,742
-61% -$712K ﹤0.01% 3442
2025
Q3 		$1.14M Buy
+35,404
New +$1.02M ﹤0.01% 2930

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $314M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplex Trading's IVES Position: Q2 2026 in Review

Simplex Trading sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026, closing a stake of 3,745 shares — an estimated $132K sold.

Simplex Trading first reported a position in IVES in Q3 2025 and held it in 3 quarters. The position peaked at $1.14M in Q3 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Simplex Trading reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 3,745 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $132K.
  • Simplex Trading first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and held it in 3 quarters.
  • Simplex Trading's Dan IVES Wedbush AI Revolution ETF position peaked at $1.14M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.