TWC
IVES

TD Waterhouse Canada’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

TD Waterhouse Canada’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 		$5.93M Sell
206,741
-52,228
-20% -$1.61M 0.02% 354
2025
Q4 		$8.18M Buy
258,969
+200,404
+342% +$6.56M 0.05% 213
2025
Q3 		$1.91M Buy
+58,565
New +$1.68M 0.01% 455

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

TD Waterhouse Canada's IVES Position: Q1 2026 in Review

TD Waterhouse Canada reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 20% in Q1 2026, selling an estimated $1.61M and leaving 206,741 shares worth $5.93M. The position accounts for 0.02% of the portfolio, ranked #354.

TD Waterhouse Canada first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.18M in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • TD Waterhouse Canada held 206,741 shares of Dan IVES Wedbush AI Revolution ETF worth $5.93M as of Q1 2026.
  • TD Waterhouse Canada sold 52,228 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $1.61M.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of TD Waterhouse Canada's portfolio in Q1 2026, its #354 holding.
  • TD Waterhouse Canada first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • TD Waterhouse Canada's Dan IVES Wedbush AI Revolution ETF position peaked at $8.18M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.