Cetera Investment Advisers
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1666741
SCHAUMBURG, IL
Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,276,610
+$1,442,674 QoQ
Shares Held
112,247
+12.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 52 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,610 | 112,247 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,833,936 | 99,892 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,995,012 | 158,020 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,576,859 | 204,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,117,101 | 78,093 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||