SCA
IVES

Snowden Capital Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Snowden Capital Advisors’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 		$2.61M Buy
68,417
+4,720
+7% +$166K 0.06% 306
2026
Q1 		$1.81M Buy
63,697
+3,055
+5% +$94.4K 0.05% 359
2025
Q4 		$1.92M Buy
60,642
+2,260
+4% +$74K 0.05% 341
2025
Q3 		$1.88M Buy
58,382
+33,497
+135% +$963K 0.05% 336
2025
Q2 		$675K Buy
+24,885
New +$651K 0.02% 647

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

Snowden Capital Advisors's IVES Position: Q2 2026 in Review

Snowden Capital Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 7.4% in Q2 2026, buying an estimated $166K and bringing the position to 68,417 shares worth $2.61M. The position accounts for 0.06% of the portfolio, ranked #306.

Snowden Capital Advisors first reported a position in IVES in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Snowden Capital Advisors held 68,417 shares of Dan IVES Wedbush AI Revolution ETF worth $2.61M as of Q2 2026.
  • Snowden Capital Advisors bought 4,720 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $166K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q2 2026, its #306 holding.
  • Snowden Capital Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.