PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1004140
HUNTINGDON VALLEY, PA
Position in IVES
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,094,883
-$101,839 QoQ
Shares Held
38,593
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,094,883 | 38,593 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,196,722 | 37,859 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $392,024 | 12,205 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||