Y-Intercept (HK)
IVES icon

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
Q3 		– Sell
-5,688
Closed -$217K – 2216
2026
Q2 		$217K Buy
+5,688
New +$200K ﹤0.01% 1553

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
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Y-Intercept (HK)'s IVES Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Dan IVES Wedbush AI Revolution ETF (IVES) in Q3 2026, closing a stake of 5,688 shares — an estimated $217K sold.

Y-Intercept (HK) first reported a position in IVES in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 25 funds tracked by Wall St. Rank hold IVES as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Dan IVES Wedbush AI Revolution ETF position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 5,688 Dan IVES Wedbush AI Revolution ETF shares in Q3 2026, an estimated $217K.
  • Y-Intercept (HK) first reported a position in Dan IVES Wedbush AI Revolution ETF in Q2 2026 and held it in 1 quarter.
  • Y-Intercept (HK)'s Dan IVES Wedbush AI Revolution ETF position peaked at $217K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.