IVES — DAN IVES WEDBUSH AI REVOLUTION ETF

Ownership history in CoreCap Advisors, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in DAN IVES WEDBUSH AI REVOLUTION ETF (IVES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 10 — — 0.00% $321 $31.99
% of Fund (quarterly)    IVES price (monthly, adj. close)

Other funds also holding IVES

As of 2025 Q4 — sorted by position size

Longitude (Cayman) Ltd. 3Y 1.82% CMC Financial Group 3Y 7Y 1.4% First Heartland Consultants, Inc. 3Y 7Y 0.77% WEDBUSH SECURITIES INC 3Y 7Y 0.75% MGB Wealth Management, LLC 0.7% O'ROURKE & COMPANY, Inc 3Y 0.48% Castle Rock Wealth Management, LLC 3Y 7Y 0.39% PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 3Y 0.33% TITLEIST ASSET MANAGEMENT, LLC 0.23% Kellett Wealth Advisors, LLC 3Y 0.22%
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