SF
IVES

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

Sun 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
Q1 		$760K Buy
20,548
+2,025
+11% +$62.6K 0.38% 73
2025
Q4 		$586K Buy
+18,523
New +$606K 0.33% 82

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
HighTower Advisors
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sun Financial's IVES Position: Q1 2026 in Review

Sun Financial increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 11% in Q1 2026, buying an estimated $62.6K and bringing the position to 20,548 shares worth $760K. The position accounts for 0.38% of the portfolio, ranked #73.

Sun Financial first reported a position in IVES in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Sun Financial held 20,548 shares of Dan IVES Wedbush AI Revolution ETF worth $760K as of Q1 2026.
  • Sun Financial bought 2,025 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $62.6K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.38% of Sun Financial's portfolio in Q1 2026, its #73 holding.
  • Sun Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.