VA
IVES

Valmark Advisers’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Valmark Advisers’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 		– Sell
-6,419
Closed -$203K – 708
2025
Q4 		$203K Hold
6,419
– – ﹤0.01% 644
2025
Q3 		$206K Buy
+6,419
New +$185K ﹤0.01% 635

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

Valmark Advisers's IVES Position: Q1 2026 in Review

Valmark Advisers sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q1 2026, closing a stake of 6,419 shares — an estimated $203K sold.

Valmark Advisers first reported a position in IVES in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Valmark Advisers reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q1 2026 after selling out during the quarter.
  • Valmark Advisers sold 6,419 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $203K.
  • Valmark Advisers first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and held it in 2 quarters.
  • Valmark Advisers's Dan IVES Wedbush AI Revolution ETF position peaked at $206K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.