NEW WAVE WEALTH ADVISORS LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2035324
SPRINGDALE, AR
Position in IVES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$7,522,816
New position
Shares Held
265,168
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
5.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in IVES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,522,816 | 265,168 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||