SJS Investment Consulting
IVES icon

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
Q3 		$4.31K Buy
105
+1
+1% +$39 ﹤0.01% 1807
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

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HighTower Advisors
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New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

SJS Investment Consulting's IVES Position: Q3 2026 in Review

SJS Investment Consulting increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 0.96% in Q3 2026, buying an estimated $39 and bringing the position to 105 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

SJS Investment Consulting first reported a position in IVES in Q1 2026 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • SJS Investment Consulting held 105 shares of Dan IVES Wedbush AI Revolution ETF worth $4.31K as of Q3 2026.
  • SJS Investment Consulting bought 1 Dan IVES Wedbush AI Revolution ETF share in Q3 2026, an estimated $39.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #1807 holding.
  • SJS Investment Consulting first reported a position in Dan IVES Wedbush AI Revolution ETF in Q1 2026 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.