VA
IVES

VestGen Advisors’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

VestGen 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
Q2 		$549K Sell
14,422
-200
-1% -$7.04K 0.02% 639
2026
Q1 		$526K Sell
14,622
-1,342
-8% -$41.5K 0.01% 652
2025
Q4 		$505K Buy
15,964
+2,917
+22% +$95.5K 0.02% 481
2025
Q3 		$419K Buy
+13,047
New +$375K 0.01% 514

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

VestGen Advisors's IVES Position: Q2 2026 in Review

VestGen Advisors reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 1.4% in Q2 2026, selling an estimated $7.04K and leaving 14,422 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #639.

VestGen Advisors first reported a position in IVES in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • VestGen Advisors held 14,422 shares of Dan IVES Wedbush AI Revolution ETF worth $549K as of Q2 2026.
  • VestGen Advisors sold 200 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $7.04K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #639 holding.
  • VestGen Advisors first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.