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 Q3	$440K	Buy	10,183 +9	+0.1%	+$406	0.09%	175
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 $210M AUM 50.85% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Accel Wealth Management's ADPV Position: Q3 2026 in Review

Accel Wealth Management increased its Adaptiv Select ETF (ADPV) stake by 0.09% in Q3 2026, buying an estimated $406 and bringing the position to 10,183 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #175.

Accel Wealth Management first reported a position in ADPV in Q4 2025 and has held it in 4 quarters since. The position peaked at $492K in Q2 2026. 5 funds tracked by Wall St. Rank hold ADPV as of Q3 2026.

Accel Wealth Management held 10,183 shares of Adaptiv Select ETF worth $440K as of Q3 2026.
Accel Wealth Management bought 9 Adaptiv Select ETF shares in Q3 2026, an estimated $406.
Adaptiv Select ETF made up 0.09% of Accel Wealth Management's portfolio in Q3 2026, its #175 holding.
Accel Wealth Management first reported a position in Adaptiv Select ETF in Q4 2025 and has held it in 4 quarters since.
Accel Wealth Management's Adaptiv Select ETF position peaked at $492K in Q2 2026.
5 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.