Janney Montgomery Scott LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1329948
PHILADELPHIA, PA
Position in IVES
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$840,886
-$1,610,532 QoQ
Shares Held
29,640
-61.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $840,886 | 29,640 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,451,418 | 77,552 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,311,355 | 71,960 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||