COMMONWEALTH EQUITY SERVICES, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 312272
WALTHAM, MA
Position in IVES
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,506,447
-$756,354 QoQ
Shares Held
53,100
-25.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,506,447 | 53,100 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,262,801 | 71,585 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,339,404 | 41,700 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $329,305 | 12,147 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||