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IVESIVES
4 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in DAN IVES WEDBUSH AI REVOLUTION ETF

OSAIC HOLDINGS, INC. holds 7,599 shares of IVES (DAN IVES WEDBUSH AI REVOLUTION ETF), worth $289,519 as of 2026-Q2. The position was increased (+103.8% shares). IVES represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$289,519

Current Shares

7,599

Total Value Change

+$282,434

Total Shares Change

+7,349

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,599
+103.8%
$289,5190.0%$38.10
38
2026-Q1
Increased
3,729
+12.1%
$105,7910.0%$29.46
24
2025-Q4
Increased
3,328
+1231.2%
$105,1970.0%$31.93
35
2025-Q3
New
250
-
$7,0850.0%$31.96
25

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

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