AWM
ADPV icon

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 90.28% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 5 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.
  • 5 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.