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Ankerstar Wealth’s Adaptiv Select ETF ADPV Stock Holding History

Ankerstar Wealth’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 		$2.01M Sell
41,505
-8,394
-17% -$380K 1.68% 15
2026
Q1 		$2.1M Buy
49,899
+9,451
+23% +$416K 2.22% 11
2025
Q4 		$1.73M Buy
+40,448
New +$1.74M 1.73% 13

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return

Ankerstar Wealth's ADPV Position: Q2 2026 in Review

Ankerstar Wealth reduced its Adaptiv Select ETF (ADPV) stake by 17% in Q2 2026, selling an estimated $380K and leaving 41,505 shares worth $2.01M. The position accounts for 1.68% of the portfolio, ranked #15.

Ankerstar Wealth first reported a position in ADPV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q1 2026. 19 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • Ankerstar Wealth held 41,505 shares of Adaptiv Select ETF worth $2.01M as of Q2 2026.
  • Ankerstar Wealth sold 8,394 Adaptiv Select ETF shares in Q2 2026, an estimated $380K.
  • Adaptiv Select ETF made up 1.68% of Ankerstar Wealth's portfolio in Q2 2026, its #15 holding.
  • Ankerstar Wealth first reported a position in Adaptiv Select ETF in Q4 2025 and has held it in 3 quarters since.
  • Ankerstar Wealth's Adaptiv Select ETF position peaked at $2.1M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.