BXM Wealth LLC Grows Holdings in Dan IVES Wedbush AI Revolution ETF $IVES

BXM Wealth LLC boosted its stake in shares of Dan IVES Wedbush AI Revolution ETF (NYSEARCA:IVES) by 815.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 101,572 shares of the company’s stock after buying an additional 90,482 shares during the period. BXM Wealth LLC owned approximately 0.33% of Dan IVES Wedbush AI Revolution ETF worth $3,211,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Wedbush Securities Inc. lifted its holdings in shares of Dan IVES Wedbush AI Revolution ETF by 111.4% during the third quarter. Wedbush Securities Inc. now owns 703,406 shares of the company’s stock valued at $22,593,000 after purchasing an additional 370,689 shares in the last quarter. Concentric Capital Strategies LP grew its position in Dan IVES Wedbush AI Revolution ETF by 109.2% during the third quarter. Concentric Capital Strategies LP now owns 327,825 shares of the company’s stock valued at $10,530,000 after buying an additional 171,110 shares during the period. First Heartland Consultants Inc. grew its position in shares of Dan IVES Wedbush AI Revolution ETF by 63.0% during the 4th quarter. First Heartland Consultants Inc. now owns 322,364 shares of the company’s stock valued at $10,190,000 after acquiring an additional 124,643 shares during the period. HighTower Advisors LLC grew its holdings in Dan IVES Wedbush AI Revolution ETF by 1,312.7% during the third quarter. HighTower Advisors LLC now owns 211,379 shares of the company’s stock valued at $6,789,000 after purchasing an additional 196,416 shares during the period. Finally, NewEdge Advisors LLC purchased a new stake in shares of Dan IVES Wedbush AI Revolution ETF in the third quarter worth $3,051,000.

Dan IVES Wedbush AI Revolution ETF Price Performance

NYSEARCA:IVES opened at $28.80 on Monday. The business’s 50-day simple moving average is $30.25 and its two-hundred day simple moving average is $31.79. Dan IVES Wedbush AI Revolution ETF has a 52 week low of $25.07 and a 52 week high of $35.25. The stock has a market cap of $874.94 million, a PE ratio of 27.36 and a beta of 2.20.

Dan IVES Wedbush AI Revolution ETF Company Profile

The Wedbush ETFMG Global Cloud Technology ETF (IVES) is an exchange-traded fund that mostly invests in information technology equity. The fund tracks a market cap-weighted index of global equities related to cloud technology companies. IVES was launched on Mar 8, 2016 and is managed by ETF Managers Group.