Apollon Wealth Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1764387
MOUNT PLEASANT, SC
Position in IVES
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,659,616
+$574,603 QoQ
Shares Held
58,499
+70.4% 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 | $1,659,616 | 58,499 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,085,013 | 34,325 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $674,263 | 20,992 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||