Titleist Asset Management’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

Titleist Asset Management’s Portfolio IVEP Stock Details IVEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$473K	Buy	+18,770	New	+$490K	0.03%	295

Other funds holding IVEP

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Roble Belko & Company Sewickley, Pennsylvania $961M AUM 12.23% 1-Year Est. Return

Titleist Asset Management's IVEP Position: Q3 2026 in Review

Titleist Asset Management opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q3 2026: 18,770 shares worth $473K. The stake represents 0.03% of the portfolio and ranks #295 among its holdings.

8 funds tracked by Wall St. Rank hold IVEP as of Q3 2026.

Titleist Asset Management held 18,770 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $473K as of Q3 2026.
Dan IVES Wedbush AI Power & Infrastructure ETF was a new Titleist Asset Management position in Q3 2026.
Dan IVES Wedbush AI Power & Infrastructure ETF made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #295 holding.
8 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.