JFS WEALTH ADVISORS, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1568068
HERMITAGE, PA
Position in IVES
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$10,496
-$1,199 QoQ
Shares Held
370
0.0% 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 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 | $10,496 | 370 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,695 | 370 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $19,914 | 620 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $35,432 | 1,307 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||