ENVESTNET ASSET MANAGEMENT INC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1407543
Berwyn, PA
Position in IVES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$347,163
-$652,155 QoQ
Shares Held
12,237
-61.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,163 | 12,237 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $999,318 | 31,614 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,716,838 | 84,584 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $885,412 | 32,660 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||