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

Tactive 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 Q3	$361K	Buy	+8,800	New	+$339K	0.09%	198

Other funds holding IVES

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Tactive Advisors's IVES Position: Q3 2026 in Review

Tactive Advisors opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026: 8,800 shares worth $361K. The stake represents 0.09% of the portfolio and ranks #198 among its holdings.

19 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Tactive Advisors held 8,800 shares of Dan IVES Wedbush AI Revolution ETF worth $361K as of Q3 2026.
Dan IVES Wedbush AI Revolution ETF was a new Tactive Advisors position in Q3 2026.
Dan IVES Wedbush AI Revolution ETF made up 0.09% of Tactive Advisors's portfolio in Q3 2026, its #198 holding.
19 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.