What is IVES's relative strength rating?

Relative strength percentiles for IVES are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.

What sector is IVES in?

IVES is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.

Is IVES in a leading sector?

Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.

How volatile is IVES?

IVES currently shows a 20-day average daily range (ADR%) of 2.1%, a 90-day beta versus the S&P 500 of 2.02. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.

Does IVES have a seasonal pattern?

TickerStance computes IVES's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what IVES has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

When did IVES last report earnings?

No SEC EDGAR filings are linked to IVES in the current TickerStance fundamentals database. This can occur for tickers without a matched CIK (some ADRs, ETFs, and recently listed securities) or when the fundamentals pipeline has not yet processed this ticker.

Dan IVES Wedbush AI Revolution ETF (IVES)

Free

Loading ticker…

§ Seasonality

10y · since 2022

Best monthMay on averageavg +6.29% · 50% win · n 4

Worst monthJun on averageavg -9.25% · 40% win · n 5

IVES monthly seasonality strip
	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
1	IVES Jan avg: 4.07% median: 1.93% win: 100% σ: 4.54% n: 3 2022-04-12 → 2026-07-31	IVES Feb avg: 0.32% median: -2.62% win: 33% σ: 9.70% n: 3 2022-04-12 → 2026-07-31	IVES Mar avg: -0.06% median: 1.37% win: 67% σ: 4.15% n: 3 2022-04-12 → 2026-07-31	IVES Apr avg: -1.01% median: -5.52% win: 25% σ: 11.44% n: 4 2022-04-12 → 2026-07-31	IVES May avg: 6.29% median: 4.75% win: 50% σ: 12.39% n: 4 2022-04-12 → 2026-07-31	IVES Jun avg: -9.25% median: -4.87% win: 40% σ: 20.53% n: 5 2022-04-12 → 2026-07-31	IVES Jul avg: 2.35% median: 3.69% win: 80% σ: 4.67% n: 5 2022-04-12 → 2026-07-31	IVES Aug avg: -1.12% median: -0.92% win: 50% σ: 1.95% n: 4 2022-04-12 → 2026-07-31 (current)	IVES Sep avg: 0.37% median: -0.00% win: 50% σ: 10.75% n: 4 2022-04-12 → 2026-07-31	IVES Oct avg: 0.99% median: 0.63% win: 50% σ: 5.55% n: 4 2022-04-12 → 2026-07-31	IVES Nov avg: 2.67% median: 3.41% win: 67% σ: 9.83% n: 3 2022-04-12 → 2026-07-31	IVES Dec avg: 3.36% median: 1.30% win: 67% σ: 5.97% n: 3 2022-04-12 → 2026-07-31

Filed: Apr 2026

HOLDINGS

Top holdings of IVES

Top 25 holdings of IVES by portfolio weight
#	Holding	Weight	Value
1	AMD	6.33%	$63M
2	AVGO	5.44%	$54M
3	AMZN	5.42%	$54M
4	GOOGL	5.38%	$54M
5	TSM	4.95%	$49M
6	NVDA	4.84%	$48M
7	AAPL	4.72%	$47M
8	MU	4.66%	$46M
9	MSFT	4.44%	$44M
10	GEV	4.24%	$42M
11	META	4.17%	$42M
12	TSLA	4.06%	$40M
13	ORCL	3.45%	$34M
14	BABA	3.40%	$34M
15	PLTR	3.23%	$32M
16	PANW	3.01%	$30M
17	IBM	3.00%	$30M
18	SHOP	2.83%	$28M
19	CRM	2.73%	$27M
20	CRWD	2.67%	$27M
21	CRWV	2.55%	$25M
22	NBIS	2.20%	$22M
23	NOW	2.10%	$21M
24	SNOW	1.74%	$17M
25	MDB	1.68%	$17M

Showing 25 of 29 holdings.

CONCENTRATION

Portfolio shape

50.4%Top 10 holdings

29Total holdings

29 (100%)Resolved tickers

SECTORS

Sector breakdown

Technology

76.4%

Industrials

14.8%

Consumer Discretionary

5.4%

Utilities

1.7%

INTERNALS

What the holdings are doing

Above 50dma (count): 45%
Above 50dma (weight): 38.5%
Above 200dma (count): 62%
Above 200dma (weight): 68.3%

Stage mix (by weight)

Stage 1 · 24% of holdingsStage 2 · 45% of holdingsStage 3 · 3% of holdingsStage 4 · 28% of holdings

Median 1M RS: 69
Median 3M RS: 44
Median 6M RS: 70

Accumulation/distribution mix

A: 10%B: 17%C: 31%D: 38%E: 3%

Metrics matched 29 tickers across 29 holdings rows (98.3% of fund weight). Metrics as of 2026-08-24; holdings from the 2026-04-30 filing.

LEADERS INSIDE THE FUND

Leaders inside IVES

Holdings of IVES currently on TickerStance stock-RS leaderboards.

Holdings of IVES on stock-RS leaderboards
Ticker	Weight	Lens	Rank	Stage
AMD	6.33%	6M RS	107	—
MU	4.66%	1Y RS	13	—
PLTR	3.23%	1M RS	224	—
PANW	3.01%	6M RS	91	Stage 2
CRWD	2.67%	6M RS	139	—
NBIS	2.20%	1Y RS	116	—
SNOW	1.74%	3M RS	83	—

THEME EXPOSURE

Theme exposure inside IVES

Software — 30% of weight Semiconductors & Equipment — 26% of weight AI Compute & Networking Hardware — 26% of weight AI Applications & Agentic Software — 24% of weight AI Compute Operators & Hosts — 23% of weight Quantum Computing — 18% of weight Cybersecurity — 12% of weight Robotics & Autonomous Systems — 9% of weight Advanced Nuclear Technology — 6% of weight

SIMILAR FUNDS BY HOLDINGS

Funds similar to IVES

FAQ

Fund FAQ

What does IVES hold?: IVES holds 29 positions; its three largest are AMD (6.33%), AVGO (5.44%), and AMZN (5.42%) as of Apr 2026.
How concentrated is IVES?: The top 10 holdings account for 50.4% of IVES's portfolio. Highly concentrated in top names.
What sectors does IVES cover?: IVES's largest sector exposures are Technology (76.4%), Industrials (14.8%), and Consumer Discretionary (5.4%).
How fresh is this data?: Holdings are sourced from SEC N-PORT-P filings, published quarterly with a ~60 day lag. The most recent filing for IVES is dated Apr 2026.

Evidence · 1 of 3

Receipts behind the read

0 of 5 pass

Leadership

Is it leading?

Relative strength across horizons plus the leadership score.

—

LDR

—

StageWeinstein stage analysis

Stage 2 · Uptrend✓

Smart money

Who's accumulating?

Accumulation rating, relative volume, U/D ratio, breakout-day proof.

Evidence · 3 of 3

Market backdrop

Pull-back risk if Macro turns < 60

Trend44.9Are the major indexes going up or down lately?30% weight Breadth50.6Is the rally broad-based or narrow?30% weight Leadership42.4Who's leading?20% weight Macro59.0What does the credit & rates environment say?20% weight

Stance47.8● Neutral

Public attention · IVES

Is the crowd watching?

No attention data for this ticker yet — it joins the daily scan once a baseline builds.

FAQ

Frequently asked questions

What is IVES's relative strength rating?: Relative strength percentiles for IVES are not available for the current snapshot date. TickerStance publishes RS ratings daily after each session close; check back after the next pipeline run.
What sector is IVES in?: IVES is classified under the Other sector per the TickerStance sector-classification pipeline, which maps U.S. equities to GICS-aligned sectors using exchange SIC codes and Massive Finance reference data.
Is IVES in a leading sector?: Sector RS percentile is not available for Other at this snapshot. Leading sector status (threshold: Other RS ≥ 70th percentile) cannot be determined until the next sector RS pipeline run.
How volatile is IVES?: IVES currently shows a 20-day average daily range (ADR%) of 2.1%, a 90-day beta versus the S&P 500 of 2.02. ADR% and ATR% are updated daily; beta is computed over a trailing 90-day window.
Does IVES have a seasonal pattern?: TickerStance computes IVES's month-by-month seasonality from its full daily price history: the average and median return for each calendar month, how often that month closed higher, and the best and worst months on record. These are historical frequencies, not forecasts — a strong seasonal month describes what IVES has tended to do in prior years, not a prediction of what comes next. The full month-by-month heatmap and win-rate table sit higher on this page.

Dan IVES Wedbush AI Revolution ETF (IVES) · Neutral

IVES is not confirmed as a leader.

§ Seasonality

Top holdings of IVES

Portfolio shape

Sector breakdown

What the holdings are doing

Leaders inside IVES

Theme exposure inside IVES

Funds similar to IVES

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

§ Seasonality

Theme exposure inside IVES

Funds similar to IVES

What the holdings are doing

Leaders inside IVES

Dan IVES Wedbush AI Revolution ETF (IVES) — Stance & relative strength

IVES is not confirmed as a leader.

Top holdings of IVES

Portfolio shape

Sector breakdown

What the holdings are doing

Leaders inside IVES

Theme exposure inside IVES

Funds similar to IVES

Fund FAQ

Receipts behind the read

Is it leading?

Who's accumulating?

Market backdrop

Is the crowd watching?

Frequently asked questions

How much does it move?

Theme exposure inside IVES

Funds similar to IVES

What the holdings are doing

Leaders inside IVES