STIFEL FINANCIAL CORP
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 720672
ST. LOUIS, MO
Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,694,098
+$5,516,744 QoQ
Shares Held
280,685
+53.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 52 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,694,098 | 280,685 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,177,354 | 182,494 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,481,444 | 141,773 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,472,661 | 76,982 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $540,220 | 19,927 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||