USCWA
IVES

U.S. Capital Wealth Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

U.S. Capital Wealth Advisors’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
Q1 		$2.9M Buy
102,306
+3,392
+3% +$105K 0.07% 267
2025
Q4 		$3.13M Buy
98,914
+87,034
+733% +$2.85M 0.08% 254
2025
Q3 		$382K Buy
+11,880
New +$341K 0.01% 698

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

U.S. Capital Wealth Advisors's IVES Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 3.4% in Q1 2026, buying an estimated $105K and bringing the position to 102,306 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #267.

U.S. Capital Wealth Advisors first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.13M in Q4 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • U.S. Capital Wealth Advisors held 102,306 shares of Dan IVES Wedbush AI Revolution ETF worth $2.9M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 3,392 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $105K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #267 holding.
  • U.S. Capital Wealth Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 3 quarters since.
  • U.S. Capital Wealth Advisors's Dan IVES Wedbush AI Revolution ETF position peaked at $3.13M in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.