AWM
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Accel Wealth Management’s Adaptiv Select ETF ADPV Stock Holding History

Accel Wealth Management’s Portfolio ADPV Stock Details ADPV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$492K Buy
10,174
+2,166
+27% +$98K 0.11% 158
2026
Q1 		$338K Buy
8,008
+1,596
+25% +$70.2K 0.09% 201
2025
Q4 		$275K Buy
+6,412
New +$276K 0.08% 215

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Accel Wealth Management's ADPV Position: Q2 2026 in Review

Accel Wealth Management increased its Adaptiv Select ETF (ADPV) stake by 27% in Q2 2026, buying an estimated $98K and bringing the position to 10,174 shares worth $492K. The position accounts for 0.11% of the portfolio, ranked #158.

Accel Wealth Management first reported a position in ADPV in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • Accel Wealth Management held 10,174 shares of Adaptiv Select ETF worth $492K as of Q2 2026.
  • Accel Wealth Management bought 2,166 Adaptiv Select ETF shares in Q2 2026, an estimated $98K.
  • Adaptiv Select ETF made up 0.11% of Accel Wealth Management's portfolio in Q2 2026, its #158 holding.
  • Accel Wealth Management first reported a position in Adaptiv Select ETF in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.