MAI Capital Management
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1040197
INDEPENDENCE, OH
Position in IVES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,760
+$2,150 QoQ
Shares Held
1,190
+19.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,760 | 1,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,610 | 1,000 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||