Cresset Asset Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1761013
Chicago, IL
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$584,339
+$220,154 QoQ
Shares Held
15,337
+19.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
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 | $584,339 | 15,337 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $364,185 | 12,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $976,053 | 30,878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,626 | 12,753 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||