Wells Fargo
IVES

Wells Fargo’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Wells Fargo’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 		$26.1K Buy
+684
New +$24.1K ﹤0.01% 5867
2025
Q4 		– Sell
-1,500
Closed -$48.2K – 7414
2025
Q3 		$48.2K Buy
+1,500
New +$43.1K ﹤0.01% 5557

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

Wells Fargo's IVES Position: Q2 2026 in Review

Wells Fargo opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 684 shares worth $26.1K. The stake represents ﹤0.01% of the portfolio and ranks #5867 among its holdings. This is a return to the name: Wells Fargo previously reported a position in IVES as recently as Q3 2025.

Wells Fargo first reported a position in IVES in Q3 2025 and has held it in 2 quarters since. The position peaked at $48.2K in Q3 2025. 133 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

  • Wells Fargo held 684 shares of Dan IVES Wedbush AI Revolution ETF worth $26.1K as of Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF was a new Wells Fargo position in Q2 2026.
  • Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5867 holding.
  • Wells Fargo first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 2 quarters since.
  • Wells Fargo's Dan IVES Wedbush AI Revolution ETF position peaked at $48.2K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.