Sunbelt Securities, Inc.
Broker-DealerPosition in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1632932
HOUSTON, TX
Position in IVES
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$200,661
+$126,694 QoQ
Shares Held
7,073
+202.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,661 | 7,073 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $73,967 | 2,340 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $3,597 | 112 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||