Capturing the AI Revolution: IVES ETF's Expert-Driven Strategy for Broad Exposure

The artificial intelligence (AI) revolution is no longer a distant possibility—it's here. From generative AI reshaping industries to advanced robotics and cloud infrastructure powering it all, the global AI market is projected to exceed $15 trillion by 2030. For investors, the challenge lies in accessing this growth without overexposure to individual company risks. Enter the Dan IVES Wedbush AI Revolution ETF (IVES), a meticulously designed vehicle to capture the AI boom through strategic diversification and expert-driven portfolio construction.

The Case for IVES: A $25 Entry Point to the AI Economy

Launched on June 3, 2025, IVES offers a unique entry point into the AI revolution at a $25 share price—a notably accessible price for small investors. With a 0.75% expense ratio, it competes favorably against actively managed funds or high-fee thematic ETFs, ensuring cost efficiency for long-term growth. Already, the ETF has garnered over $100 million in assets under management within its first five trading days, signaling strong investor demand for its thesis.

Portfolio Construction: Balancing Risk and Growth

IVES tracks the Solactive Wedbush Artificial Intelligence Index, a proprietary benchmark built on Dan Ives' deep research into AI's transformative potential. The portfolio comprises 30 holdings, carefully selected across three pillars of the AI ecosystem:
1. Infrastructure: Semiconductor leaders like NVIDIA (NVDA), Taiwan Semiconductor Manufacturing (TSM), and Broadcom (AVGO), which power AI's compute-heavy demands.
2. Cloud and Software: Giants such as Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) that build the platforms enabling AI scalability.
3. Applications: Innovators in generative AI, robotics, and consumer-facing AI tools, including Tesla (TSLA), Palantir (PLTR), and Meta Platforms (META).