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
Q2 		$245K Buy
+6,419
New +$226K ﹤0.01% 674
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

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

Valmark Advisers's IVES Position: Q2 2026 in Review

Valmark Advisers opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 6,419 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in IVES as recently as Q4 2025.

Valmark Advisers first reported a position in IVES in Q3 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Valmark Advisers held 6,419 shares of Dan IVES Wedbush AI Revolution ETF worth $245K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Valmark Advisers position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #674 holding.
  • Valmark Advisers first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 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 Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.