Evolution Wealth Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1763121
AVENTURA, FL
Position in IVES
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$265,968
-$82,690 QoQ
Shares Held
9,375
-15.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $265,968 | 9,375 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $348,658 | 11,030 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $359,744 | 11,200 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||