Krilogy Financial LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1659047
ST. LOUIS, MO
Position in IVES
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$935,358
-$347,217 QoQ
Shares Held
32,970
-18.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
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 | $935,358 | 32,970 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,282,575 | 40,575 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,255,859 | 39,099 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $910,516 | 33,586 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||