WEG
IVES

World Equity Group’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

World Equity Group’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 		$779K Sell
20,444
-1,078
-5% -$38K 0.17% 132
2026
Q1 		$611K Buy
21,522
+29
+0.1% +$896 0.16% 158
2025
Q4 		$679K Buy
21,493
+30
+0.1% +$982 0.19% 129
2025
Q3 		$689K Buy
+21,463
New +$617K 0.16% 131

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

World Equity Group's IVES Position: Q2 2026 in Review

World Equity Group reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 5% in Q2 2026, selling an estimated $38K and leaving 20,444 shares worth $779K. The position accounts for 0.17% of the portfolio, ranked #132.

World Equity Group 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.

  • World Equity Group held 20,444 shares of Dan IVES Wedbush AI Revolution ETF worth $779K as of Q2 2026.
  • World Equity Group sold 1,078 Dan IVES Wedbush AI Revolution ETF shares in Q2 2026, an estimated $38K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.17% of World Equity Group's portfolio in Q2 2026, its #132 holding.
  • World Equity Group 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 World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.