OSAIC HOLDINGS, INC.
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1677044
SCOTTSDALE, AZ
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$289,521
+$183,730 QoQ
Shares Held
7,599
+103.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 52 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,521 | 7,599 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $105,791 | 3,729 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $105,198 | 3,328 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $8,030 | 250 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||