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Ancora Advisors’s Adaptiv Select ETF ADPV Stock Holding History

Ancora Advisors’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
Q1 		– Sell
-600
Closed -$25.7K – 2395
2025
Q4 		$25.7K Hold
600
– – ﹤0.01% 1435
2025
Q3 		$25.5K Hold
600
– – ﹤0.01% 1178
2025
Q2 		$22.2K Buy
+600
New +$20.8K ﹤0.01% 1204

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Ancora Advisors's ADPV Position: Q1 2026 in Review

Ancora Advisors sold out of Adaptiv Select ETF (ADPV) in Q1 2026, closing a stake of 600 shares — an estimated $25.7K sold.

Ancora Advisors first reported a position in ADPV in Q2 2025 and held it in 3 quarters. The position peaked at $25.7K in Q4 2025. 19 funds tracked by Wall St. Rank hold ADPV as of Q1 2026.

  • Ancora Advisors reported no remaining Adaptiv Select ETF position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 600 Adaptiv Select ETF shares in Q1 2026, an estimated $25.7K.
  • Ancora Advisors first reported a position in Adaptiv Select ETF in Q2 2025 and held it in 3 quarters.
  • Ancora Advisors's Adaptiv Select ETF position peaked at $25.7K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.