Triumph Capital Management’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Triumph Capital 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	$1.64K	Buy	40 +2	+5%	+$77	﹤0.01%	1634
2026 Q2	$1.45K	Buy	38 +10	+36%	+$352	﹤0.01%	1614
2026 Q1	$794	Buy	28 +6	+27%	+$185	﹤0.01%	1660
2025 Q4	$695	Buy	+22	New	+$720	﹤0.01%	1613

Other funds holding IVES

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Triumph Capital Management's IVES Position: Q3 2026 in Review

Triumph Capital Management increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5.3% in Q3 2026, buying an estimated $77 and bringing the position to 40 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Triumph Capital Management first reported a position in IVES in Q4 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

Triumph Capital Management held 40 shares of Dan IVES Wedbush AI Revolution ETF worth $1.64K as of Q3 2026.
Triumph Capital Management bought 2 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $77.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1634 holding.
Triumph Capital Management first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 4 quarters since.
39 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.