UBS Group
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UBS Group’s Dan IVES Wedbush AI Power & Infrastructure ETF IVEP Stock Holding History

UBS Group’s Portfolio IVEP Stock Details IVEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.7K Buy
+783
New +$20.4K ﹤0.01% 8504

Other funds holding IVEP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
Roble Belko & Company
Roble Belko & Company Sewickley, Pennsylvania $961M AUM 12.23% 1-Year Est. Return

UBS Group's IVEP Position: Q3 2026 in Review

UBS Group opened a new position in Dan IVES Wedbush AI Power & Infrastructure ETF (IVEP) in Q3 2026: 783 shares worth $19.7K. The stake represents ﹤0.01% of the portfolio and ranks #8504 among its holdings.

8 funds tracked by Wall St. Rank hold IVEP as of Q3 2026.

  • UBS Group held 783 shares of Dan IVES Wedbush AI Power & Infrastructure ETF worth $19.7K as of Q3 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF was a new UBS Group position in Q3 2026.
  • Dan IVES Wedbush AI Power & Infrastructure ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8504 holding.
  • 8 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Power & Infrastructure ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.