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
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

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

Simplex Trading's IVES Position: Q1 2026 in Review

Simplex Trading reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 73% in Q1 2026, selling an estimated $306K and leaving 3,745 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #5011.

Simplex Trading first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Simplex Trading held 3,745 shares of Dan IVES Wedbush AI Revolution ETF worth $106K as of Q1 2026.
  • Simplex Trading sold 9,917 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $306K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5011 holding.
  • Simplex Trading first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • Simplex Trading's Dan IVES Wedbush AI Revolution ETF position peaked at $1.14M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.