Advisory Services Network, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1573876
Atlanta, GA
Position in IVES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$80,684
+$23,993 QoQ
Shares Held
2,844
+61.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,684 | 2,844 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $56,691 | 1,765 | Shares | Sole | 2025-11-18 | |
| No filing history on record for this holder in this stock. | ||||||