Cascades Capital Asset Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2035512
GREENSBORO, NC
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$114,528
-$9,067 QoQ
Shares Held
3,006
-23.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#40
of 52 holders
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,528 | 3,006 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $123,595 | 3,910 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||