Cambridge Investment Research Advisors, Inc.
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1419186
FAIRFIELD, IA
Position in IVES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,269,812
-$313,335 QoQ
Shares Held
185,753
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
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 | $5,269,812 | 185,753 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,583,147 | 176,626 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,552,608 | 79,471 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $598,534 | 22,078 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||