SPIA
IVES

Steward Partners Investment Advisory’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Steward Partners Investment Advisory’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 		$27.8K Buy
729
+255
+54% +$8.98K ﹤0.01% 3266
2026
Q1 		$13.4K Hold
474
– – ﹤0.01% 3425
2025
Q4 		$15K Hold
474
– – ﹤0.01% 3260
2025
Q3 		$15.2K Buy
474
+80
+20% +$2.3K ﹤0.01% 3205
2025
Q2 		$10.7K Buy
+394
New +$10.3K ﹤0.01% 3186

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

Steward Partners Investment Advisory's IVES Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 54% in Q2 2026, buying an estimated $8.98K and bringing the position to 729 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Steward Partners Investment Advisory 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.

  • Steward Partners Investment Advisory held 729 shares of Dan IVES Wedbush AI Revolution ETF worth $27.8K as of Q2 2026.
  • Steward Partners Investment Advisory bought 255 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $8.98K.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3266 holding.
  • Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.