Stifel Financial’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Stifel Financial’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	$10.7M	Buy	280,685 +98,191	+54%	+$3.46M	0.01%	978
2026 Q1	$5.18M	Buy	182,494 +40,721	+29%	+$1.26M	﹤0.01%	1330
2025 Q4	$4.48M	Buy	141,773 +64,791	+84%	+$2.12M	﹤0.01%	1398
2025 Q3	$2.47M	Buy	76,982 +57,055	+286%	+$1.64M	﹤0.01%	1764
2025 Q2	$540K	Buy	+19,927	New	+$521K	﹤0.01%	2732

Other funds holding IVES

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Stifel Financial's IVES Position: Q2 2026 in Review

Stifel Financial increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 54% in Q2 2026, buying an estimated $3.46M and bringing the position to 280,685 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #978.

Stifel Financial 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.

Stifel Financial held 280,685 shares of Dan IVES Wedbush AI Revolution ETF worth $10.7M as of Q2 2026.
Stifel Financial bought 98,191 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $3.46M.
Dan IVES Wedbush AI Revolution ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #978 holding.
Stifel Financial 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.