Steward Partners Investment Advisory, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1723397
STAMFORD, CT
Position in IVES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,774
+$14,327 QoQ
Shares Held
729
+53.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
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 | $27,774 | 729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,447 | 474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,983 | 474 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,224 | 474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,681 | 394 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||