AWM
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Accurate Wealth Management’s PMV Adaptive Risk Parity ETF ARP Stock Holding History

Accurate Wealth Management’s Portfolio ARP Stock Details ARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
51,515
+17,682
+52% +$579K 0.16% 145
2026
Q1 		$1.08M Buy
33,833
+23,188
+218% +$743K 0.13% 178
2025
Q4 		$330K Buy
+10,645
New +$336K 0.04% 378

Other funds holding ARP

LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AIM
Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $172M AUM 20.49% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accurate Wealth Management's ARP Position: Q2 2026 in Review

Accurate Wealth Management increased its PMV Adaptive Risk Parity ETF (ARP) stake by 52% in Q2 2026, buying an estimated $579K and bringing the position to 51,515 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #145.

Accurate Wealth Management first reported a position in ARP in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ARP as of Q2 2026.

  • Accurate Wealth Management held 51,515 shares of PMV Adaptive Risk Parity ETF worth $1.69M as of Q2 2026.
  • Accurate Wealth Management bought 17,682 PMV Adaptive Risk Parity ETF shares in Q2 2026, an estimated $579K.
  • PMV Adaptive Risk Parity ETF made up 0.16% of Accurate Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Accurate Wealth Management first reported a position in PMV Adaptive Risk Parity ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.