Y-Intercept (HK)’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Y-Intercept (HK)’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	$217K	Buy	+5,688	New	+$200K	﹤0.01%	1553

Other funds holding IVES

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Box Hill Private Wealth Scottsdale, Arizona $125M AUM

Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Y-Intercept (HK)'s IVES Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Dan IVES Wedbush AI Revolution ETF (IVES) in Q2 2026: 5,688 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings.

20 funds tracked by Wall St. Rank hold IVES as of Q2 2026.

Y-Intercept (HK) held 5,688 shares of Dan IVES Wedbush AI Revolution ETF worth $217K as of Q2 2026.
Dan IVES Wedbush AI Revolution ETF was a new Y-Intercept (HK) position in Q2 2026.
Dan IVES Wedbush AI Revolution ETF made up ﹤0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1553 holding.
20 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.