SIC
IVES

SJS Investment Consulting’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

SJS Investment Consulting’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 		$3.96K Sell
104
-36
-26% -$1.27K ﹤0.01% 1477
2026
Q1 		$3.97K Buy
+140
New +$4.33K ﹤0.01% 1104

Other funds holding IVES

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

SJS Investment Consulting's IVES Position: Q2 2026 in Review

SJS Investment Consulting reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 26% in Q2 2026, selling an estimated $1.27K and leaving 104 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

SJS Investment Consulting first reported a position in IVES in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.97K in Q1 2026. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • SJS Investment Consulting held 104 shares of Dan IVES Wedbush AI Revolution ETF worth $3.96K as of Q2 2026.
  • SJS Investment Consulting sold 36 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $1.27K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1477 holding.
  • SJS Investment Consulting first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and has held it in 2 quarters since.
  • SJS Investment Consulting's Dan IVES Wedbush AI Revolution ETF position peaked at $3.97K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.