HighTower Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1462245
CHICAGO, IL
Position in IVES
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$19,220,334
+$2,030,658 QoQ
Shares Held
677,488
+24.6% 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
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 | $19,220,334 | 677,488 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,189,676 | 543,805 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,789,493 | 211,379 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $405,646 | 14,963 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||