WELLS FARGO & COMPANY/MN
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 72971
SAN FRANCISCO, CA
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,060
-$22,120 QoQ
Shares Held
684
-54.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 52 holders
Holding Since
Sep 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,060 | 684 | Shares | Defined | 2026-08-14 | |
| 2025-09-30 | $48,180 | 1,500 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||