VCM
IVES

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

Versant 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
Q2 		$38.7K Buy
+1,015
New +$35.7K ﹤0.01% 1538

Other funds holding IVES

NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Versant Capital Management's IVES Position: Q2 2026 in Review

Versant Capital Management opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 1,015 shares worth $38.7K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

41 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Versant Capital Management held 1,015 shares of Dan IVES Wedbush AI Revolution ETF worth $38.7K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Versant Capital Management position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1538 holding.
  • 41 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.