Clearstead Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 842775
CLEVELAND, OH
Position in IVES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,170
-$933 QoQ
Shares Held
288
0.0% 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
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,170 | 288 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,103 | 288 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,250 | 288 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,807 | 288 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||