U.S. Capital Wealth Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1808915
AUSTIN, TX
Position in IVES
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,902,421
-$224,250 QoQ
Shares Held
102,306
+3.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 | $2,902,421 | 102,306 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,126,671 | 98,914 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $381,585 | 11,880 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||