Milestone Investment Advisors LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1967018
MIDDLETON, WI
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,763
+$3,260 QoQ
Shares Held
335
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#47
of 52 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,763 | 335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,503 | 335 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||