AIM
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Advyzon Investment Management’s PMV Adaptive Risk Parity ETF ARP Stock Holding History

Advyzon Investment 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
Q1 		$981K Buy
31,250
+7,244
+30% +$232K 0.09% 234
2025
Q4 		$725K Buy
24,006
+11,207
+88% +$354K 0.08% 244
2025
Q3 		$394K Buy
+12,799
New +$374K 0.07% 260

Other funds holding ARP

LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
IWB
Innovative Wealth Building California, Maryland $172M AUM 20.49% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advyzon Investment Management's ARP Position: Q1 2026 in Review

Advyzon Investment Management increased its PMV Adaptive Risk Parity ETF (ARP) stake by 30% in Q1 2026, buying an estimated $232K and bringing the position to 31,250 shares worth $981K. The position accounts for 0.09% of the portfolio, ranked #234.

Advyzon Investment Management first reported a position in ARP in Q3 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold ARP as of Q1 2026.

  • Advyzon Investment Management held 31,250 shares of PMV Adaptive Risk Parity ETF worth $981K as of Q1 2026.
  • Advyzon Investment Management bought 7,244 PMV Adaptive Risk Parity ETF shares in Q1 2026, an estimated $232K.
  • PMV Adaptive Risk Parity ETF made up 0.09% of Advyzon Investment Management's portfolio in Q1 2026, its #234 holding.
  • Advyzon Investment Management first reported a position in PMV Adaptive Risk Parity ETF in Q3 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.