SW
IVES

SlateStone Wealth’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

SlateStone Wealth’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 		$202K Buy
+5,295
New +$186K 0.02% 286

Other funds holding IVES

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 $43.3B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

SlateStone Wealth's IVES Position: Q2 2026 in Review

SlateStone Wealth opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 5,295 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings.

57 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • SlateStone Wealth held 5,295 shares of Dan IVES Wedbush AI Revolution ETF worth $202K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new SlateStone Wealth position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #286 holding.
  • 57 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.