TITLEIST ASSET MANAGEMENT, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1977759
SAN ANTONIO, TX
Position in IVES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,388,427
+$594,609 QoQ
Shares Held
119,437
+35.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
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 | $3,388,427 | 119,437 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,793,818 | 88,384 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,521,877 | 47,381 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||