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Upturn AI Summary
Dan IVES Wedbush AI Revolution ETF(IVES)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVES
10/28/2026: IVES (2-star) is currently NOT-A-BUY. Pass it for now.
The Dan IVES Wedbush AI Revolution ETF (IVES) provides active, thematic exposure to the companies driving the artificial intelligence revolution, focusing on infrastructure, software, and semiconductor leaders. Its primary strength lies in the research-driven, high-conviction management style of Dan Ives, which seeks to identify winners in a rapidly evolving technological landscape. The fund serves as a targeted growth tool for portfolios rather than a core holding, given its concentration risks. Investors should be aware of high volatility, sector-specific regulatory risks, and the premium cost of active management compared to passive alternatives. It is most suitable for aggressive growth investors willing to tolerate significant price fluctuations in exchange for potential exposure to AI-driven secular growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on companies at the forefront of the high-growth artificial intelligence sector. |
| Momentum investor | Strong fit while signal remains positive | This fund acts as a momentum play during periods of high enthusiasm for AI-related technology stocks. |
| Value investor | Weak fit | Technology growth stocks in the AI space often trade at high valuations, which contradicts traditional value metrics. |
| Dividend/Income investor | Weak fit | The focus is on capital appreciation within growth companies that rarely prioritize dividend payments. |
| Low-risk investor | Weak fit | High volatility inherent in the technology and AI sector is unsuitable for low-risk investment mandates. |
Investor Profile
Ideal Investor Profile
The ideal investor is one with a high risk tolerance, a long-term time horizon, and a specific desire to gain aggressive exposure to the artificial intelligence boom.
Suitability
The fund is best suited for long-term growth-oriented investors and is generally not intended for passive index followers or conservative income seekers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Technology-focused thematic funds are susceptible to rapid price swings based on sector sentiment. |
| Market risk | Medium / high | General market downturns significantly impact high-beta technology growth stocks. |
| Concentration | High | Heavy exposure to a single industry theme increases the risk of loss if that specific sector underperforms. |
| Tracking/expense | Medium | Active management entails higher operational costs than passive index-tracking alternatives. |
| Liquidity | Medium | Lower trading volumes in specific thematic holdings can impact execution during periods of market stress. |
| Business/sector quality | Medium | The AI landscape is evolving quickly, and failure to innovate can lead to significant loss of market value for holdings. |
Risk Analysis
Volatility
The fund exhibits high historical volatility consistent with a concentrated growth-tech strategy.
Market Risk
The fund is highly sensitive to the systematic risk of the technology sector and broader equity market sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | AI Infrastructure & Semiconductors | 45 | This segment captures the hardware and chipmakers essential for building and scaling AI capabilities. |
| Sector | Software & AI Applications | 35 | These holdings represent companies integrating AI solutions into enterprise and consumer software platforms. |
| Sector | Cloud Computing & Cybersecurity | 15 | Investment in these areas supports the backbone and security requirements for AI model deployment. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash reserve is maintained for liquidity management and tactical rebalancing purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -2.82% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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