Snowden Capital Advisors LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1903055
New York, NY
Position in IVES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,606,687
+$799,604 QoQ
Shares Held
68,417
+7.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#8
of 52 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,606,687 | 68,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,807,083 | 63,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,916,893 | 60,642 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,875,229 | 58,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $674,632 | 24,885 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||