WEDBUSH SECURITIES INC
Broker-DealerPosition in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1142495
PASADENA, CA
Position in IVES
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$26,007,743
+$269,585 QoQ
Shares Held
916,734
+12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,007,743 | 916,734 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $25,738,158 | 814,241 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,593,400 | 703,406 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,019,957 | 332,717 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||