Dan Ives Wedbush AI Revolution ETF (IVES)
IVES: Dan Left Wedbush, What Now?
I'm rating the Dan IVES Wedbush AI Revolution ETF (IVES) a hold. The fund lost its namesake, stopped publishing its reports, and still charges 0.75% for returns that match a passive AI ETF. Since inception IVES returned 53.15% against AIQ's 53.51%. Investors paid 0.75% for the difference. Dan Ives left Wedbush on July 1st, 393 days after launch. The prospectus carries no key person risk disclosure, and Wedbush only says it "understands" he will keep compiling.
Cetera Investment Advisers Has $2.83 Million Position in Dan IVES Wedbush AI Revolution ETF $IVES
Cetera Investment Advisers lowered its position in shares of Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) by 36.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,892 shares of the company's stock after selling 58,128 shares during the quarter.
Avior Wealth Management LLC Takes Position in Dan IVES Wedbush AI Revolution ETF $IVES
Avior Wealth Management LLC bought a new stake in Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) in the undefined quarter, according to its most recent filing with the SEC. The fund bought 106,132 shares of the company's stock, valued at approximately $4,044,000. Avior Wealth Management LLC owned 0.36% of Dan IVES Wedbush
Dan Ives' Own ETF Is Up 27% YTD. The AI Revolution Trade Is Real.
The pitch behind the Dan Ives Wedbush AI Revolution ETF (NASDAQ:IVES) was simple when it launched.
IVES: A New Stage In The AI Tech Revolution
The Dan IVES Wedbush AI Revolution ETF continues to outperform, returning 17% since July versus 12% for the S&P 500. I maintain a "Buy" rating on IVES, citing strong technical momentum, diversified AI exposure, and a reasonable 23.2x P/E with 15.7% EPS growth. IVES offers more diversification than expected, with 53% outside U.S. large-cap growth and 16% ex-U.S. stocks, despite a 71% IT sector weight.
Dan Ives’ AI ETF Looks Compelling for Growth-Minded Investors
Wedbush Securities' Dan Ives has to be one of the most recognized men on financial television. If it's not his bold, thought-provoking vision of the future of the AI revolution, or his incredibly bullish stance on a number of tech firms with front-row seats to the AI trade, it's his colorful attire and entertaining use... Dan Ives' AI ETF Looks Compelling for Growth-Minded Investors.
IVES: Too Risky In This Tech-Heavy Market (Rating Downgrade)
IVES: Too Risky In This Tech-Heavy Market (Rating Downgrade)
The Best Artificial Intelligence ETF to Invest $100 in Right Now
This fund relies on research from an expert who has studied the tech market for years. This ETF offers you exposure to a wide range of current and potential AI winners.
Use Dan Ives' Tech Bull Cases & AI "Age of Monetization" in IVES ETF
It's no secret that Dan Ives is one of Wall Street's biggest tech bulls. Wedbush launched an ETF in June that focuses on Dan's AI research, and investors already saw a 25% return on investment since the launch.
Wedbush Rings the NYSE Opening Bell in Celebration of the Dan IVES Wedbush AI Revolution ETF (IVES)
NEW YORK, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Wedbush Securities and Wedbush Fund Advisers today rang the Opening Bell at the New York Stock Exchange in celebration of the success of its Dan IVES Wedbush AI Revolution ETF (Ticker: IVES). Launched in June 2025, IVES was created to provide access to Wedbush's long-standing leadership in technology research through a focused investment strategy.
Apollon Wealth Management LLC Purchases New Position in Dan IVES Wedbush AI Revolution ETF $IVES
Apollon Wealth Management LLC purchased a new stake in Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) in the undefined quarter, according to its most recent filing with the SEC. The institutional investor purchased 20,992 shares of the company's stock, valued at approximately $674,000. Apollon Wealth Management LLC owned approximately 0.08% of Dan
IVES: This AI Fund Probably Won't Deliver Long-Term Alpha
The Dan IVES Wedbush AI Revolution is off to a tremendous start in terms of attracting investor inflows. IVES holds a concentrated portfolio of mega-cap tech stocks, closely mirroring QQQ, but adds volatile, speculative small-cap AI names. The ETF initially outperformed but has since lagged major indexes, with recent underperformance driven by sharp corrections in more speculative picks.
The Best AI ETF Could Surge 200% by 2030: Is It in Your Portfolio?
The Dan Ives Wedbush AI Revolution ETF is a recent arrival to the exchange-traded fund firmament. Ives is a well-known technology analyst.
IVES: A Prime Example Of How The ETF Business Has Gone Too Far (Sell Rating)
The Dan Ives Wedbush AI Revolution ETF has surpassed $750 million in assets under management since its June 2025 launch. IVES provides targeted exposure to 30 leading public companies at the forefront of AI infrastructure, software, semiconductors, and consumer internet platforms. But here's the catch: there's very little value-add here versus QQQ or perhaps other AI-themed ETFs that are crowded into that same trade.
The Smartest Artificial Intelligence ETF to Buy With $100 Right Now
Artificial intelligence (AI) may be the hottest investment theme on the planet right now -- and for good reason. Companies involved in this potentially game-changing technology have led the S&P 500 to a winning performance over the past two years and have propelled the index higher so far this year, too.
Blend IVES With ARKQ For Balanced AI Investment
Blending ARKQ ETF with IVES ETF balances risk-driven upside from innovation with quality growth from mega-cap tech, capturing AI potential while cushioning volatility. ARKQ offers concentrated bets on disruptive innovators and benefits most from Fed easing and AI enthusiasm, but is more volatile in tightening cycles. IVES focuses on established, cash-rich tech leaders, providing resilience and steady growth, especially during higher-for-longer rate environments or AI market slowdowns.
Should Savvy Investors Be Watching the Dan Ives ETF in 2025?
Exchange-traded funds, or ETFs, are fantastic ways to get in on a particular investing theme or group of stocks. The idea is with one simple purchase, you can bet on technology stocks, pharma players, or an index like the S&P 500.
IVES: Putting Dan's A.I. Insights Into One ETF
Dan Ives has been a table-pounder when it comes to the A.I. space. A few weeks back, Wedbush created an ETF that puts his top A.I. picks into one package. Wedbush's own Cullen Rogers gives investors a closer look into the Big Tech-centric ETF and how the firm aims to capitalize on "revolutionary" tech.
IVES: Too Big Tech Focused
Dan Ives' AI Revolution ETF is heavily weighted toward big tech, betting these giants will lead the AI boom. I see IVES as less risky than ARKK but less diversified and more expensive than QQQ, with missed opportunities in crypto and infrastructure. For tech exposure with lower fees and greater diversification, I recommend QQQ over IVES, given its proven track record and lower risk.
IVES: A Watershed Moment For Investors In The AI Revolution
I rate the Dan IVES Wedbush AI Revolution ETF a buy, given its focused exposure to leading AI innovators and strong early performance. IVES offers a concentrated portfolio of 30 stocks, balancing high-growth, high-volatility names with anchor holdings like NVIDIA and Microsoft. Despite a high 0.75% expense ratio and limited track record, IVES has already attracted $340M in assets and outperformed major tech benchmarks since launch.