Titleist Asset Management
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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
Q3 		$5.75M Buy
140,101
+8,443
+6% +$325K 0.37% 71
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

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM

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

Titleist Asset Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 6.4% in Q3 2026, buying an estimated $325K and bringing the position to 140,101 shares worth $5.75M. The position accounts for 0.37% of the portfolio, ranked #71.

Titleist Asset Management first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Titleist Asset Management held 140,101 shares of Dan IVES Wedbush AI Revolution ETF worth $5.75M as of Q3 2026.
  • Titleist Asset Management bought 8,443 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $325K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.37% of Titleist Asset Management's portfolio in Q3 2026, its #71 holding.
  • Titleist Asset Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

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