Wolverine Trading

Wolverine Trading’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Wolverine Trading’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
2025 Q3	$305K	Buy	+9,500	New	+$273K	﹤0.01%	4356

Other funds holding IVES

Wedbush Securities

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Concentric Capital Strategies

Concentric Capital Strategies Stamford, Connecticut $1.8B AUM 51.77% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

First Heartland Consultants

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

NewEdge Advisors

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return