Kellett Wealth Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1910381
CINCINNATI, OH
Position in IVES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$223,555
-$163,383 QoQ
Shares Held
7,880
-35.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,555 | 7,880 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $386,938 | 12,241 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $339,219 | 10,561 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||