VERUS CAPITAL PARTNERS, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1796874
SCOTTSDALE, AZ
Position in IVES
as of Mar 31, 2026
· filed May 22, 2026
Position Value
$695,065
+$209,820 QoQ
Shares Held
24,500
+59.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
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 | $695,065 | 24,500 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $485,245 | 15,351 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $209,904 | 6,535 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||