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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
Q3 		$788K Sell
19,199
-1,245
-6% -$48K 0.33% 68
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

NWWA
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return

World Equity Group's IVES Position: Q3 2026 in Review

World Equity Group reduced its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 6.1% in Q3 2026, selling an estimated $48K and leaving 19,199 shares worth $788K. The position accounts for 0.33% of the portfolio, ranked #68.

World Equity Group first reported a position in IVES in Q3 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • World Equity Group held 19,199 shares of Dan IVES Wedbush AI Revolution ETF worth $788K as of Q3 2026.
  • World Equity Group sold 1,245 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $48K.
  • Dan IVES Wedbush AI Revolution ETF made up 0.33% of World Equity Group's portfolio in Q3 2026, its #68 holding.
  • World Equity Group first reported a position in Dan IVES Wedbush AI Revolution ETF in Q3 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.