AE Wealth Management LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1697723
TOPEKA, KS
Position in IVES
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$784,543
+$331,793 QoQ
Shares Held
27,654
+93.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $784,543 | 27,654 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $452,750 | 14,323 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||