Kestra Advisory Services, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1830819
AUSTIN, TX
Position in IVES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$865,965
+$65,727 QoQ
Shares Held
30,524
+20.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $865,965 | 30,524 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $800,238 | 25,316 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $741,329 | 23,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $325,753 | 12,016 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||