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 Q2	$2.09M	Buy	64,463 +33,213	+106%	+$1.09M	0.15%	141
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

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

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

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

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advyzon Investment Management's ARP Position: Q2 2026 in Review

Advyzon Investment Management increased its PMV Adaptive Risk Parity ETF (ARP) stake by 106% in Q2 2026, buying an estimated $1.09M and bringing the position to 64,463 shares worth $2.09M. The position accounts for 0.15% of the portfolio, ranked #141.

Advyzon Investment Management first reported a position in ARP in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold ARP as of Q2 2026.

Advyzon Investment Management held 64,463 shares of PMV Adaptive Risk Parity ETF worth $2.09M as of Q2 2026.
Advyzon Investment Management bought 33,213 PMV Adaptive Risk Parity ETF shares in Q2 2026, an estimated $1.09M.
PMV Adaptive Risk Parity ETF made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #141 holding.
Advyzon Investment Management first reported a position in PMV Adaptive Risk Parity ETF in Q3 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.