TWM
IVES

Tripletail Wealth Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Tripletail Wealth 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 		$1.13M Buy
30,180
+17,600
+140% +$620K 1.29% 19
2026
Q1 		$362K Buy
12,580
+10,480
+499% +$324K 0.49% 44
2025
Q4 		$66.4K Buy
+2,100
New +$68.7K 0.08% 124

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

Tripletail Wealth Management's IVES Position: Q2 2026 in Review

Tripletail Wealth Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 140% in Q2 2026, buying an estimated $620K and bringing the position to 30,180 shares worth $1.13M. The position accounts for 1.29% of the portfolio, ranked #19.

Tripletail Wealth Management first reported a position in IVES in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Tripletail Wealth Management held 30,180 shares of Dan IVES Wedbush AI Revolution ETF worth $1.13M as of Q2 2026.
  • Tripletail Wealth Management bought 17,600 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $620K.
  • Dan IVES Wedbush AI Revolution ETF made up 1.29% of Tripletail Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Tripletail Wealth Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.