TRCT
IVES

Tower Research Capital (TRC)’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Tower Research Capital (TRC)’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 		$1.26M Buy
+33,199
New +$1.17M 0.03% 517
2025
Q3 		– Sell
-184
Closed -$4.99K – 5770
2025
Q2 		$4.99K Buy
+184
New +$4.81K ﹤0.01% 4239

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

Tower Research Capital (TRC)'s IVES Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 33,199 shares worth $1.26M. The stake represents 0.03% of the portfolio and ranks #517 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in IVES as recently as Q2 2025.

Tower Research Capital (TRC) first reported a position in IVES in Q2 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Tower Research Capital (TRC) held 33,199 shares of Dan IVES Wedbush AI Revolution ETF worth $1.26M as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up 0.03% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #517 holding.
  • Tower Research Capital (TRC) first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2025 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.