Titleist Asset Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Titleist Asset Management’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	$5.02M	Buy	131,658 +12,221	+10%	+$430K	0.34%	76
2026 Q1	$3.39M	Buy	119,437 +31,053	+35%	+$960K	0.26%	89
2025 Q4	$2.79M	Buy	88,384 +41,003	+87%	+$1.34M	0.23%	95
2025 Q3	$1.52M	Buy	+47,381	New	+$1.36M	0.13%	116

Other funds holding IVES

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

BHPW

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

SAM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Titleist Asset Management's IVES Position: Q2 2026 in Review

Titleist Asset Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 10% in Q2 2026, buying an estimated $430K and bringing the position to 131,658 shares worth $5.02M. The position accounts for 0.34% of the portfolio, ranked #76.

Titleist Asset Management first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Titleist Asset Management held 131,658 shares of Dan IVES Wedbush AI Revolution ETF worth $5.02M as of Q2 2026.
Titleist Asset Management bought 12,221 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $430K.
Dan IVES Wedbush AI Revolution ETF made up 0.34% of Titleist Asset Management's portfolio in Q2 2026, its #76 holding.
Titleist Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.