COZAD ASSET MANAGEMENT INC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 709428
CHAMPAIGN, IL
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,216,380
+$318,271 QoQ
Shares Held
31,926
+0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#15
of 52 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,380 | 31,926 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $898,109 | 31,657 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $947,478 | 29,974 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $839,231 | 26,128 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||