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
Q2 		$137K Sell
3,616
-203,125
-98% -$7.15M ﹤0.01% 1156
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

TD Waterhouse Canada's IVES Position: Q2 2026 in Review

TD Waterhouse Canada reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 98% in Q2 2026, selling an estimated $7.15M and leaving 3,616 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

TD Waterhouse Canada first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.18M in Q4 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • TD Waterhouse Canada held 3,616 shares of Dan IVES Wedbush AI Revolution ETF worth $137K as of Q2 2026.
  • TD Waterhouse Canada sold 203,125 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $7.15M.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q2 2026, its #1156 holding.
  • TD Waterhouse Canada first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • TD Waterhouse Canada's Dan IVES Wedbush AI Revolution ETF position peaked at $8.18M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on TD Waterhouse Canada's 13F filing for Q2 2026, filed 27 Jul 2026.