Castleview Partners’s PMV Adaptive Risk Parity ETF ARP Stock Holding History

Castleview Partners’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	$3.81M	Sell	117,314 -847	-0.7%	-$27.7K	1.67%	13
2026 Q1	$3.71M	Buy	118,161 +1,020	+0.9%	+$32.7K	1.9%	9
2025 Q4	$3.54M	Sell	117,141 -672	-0.6%	-$21.2K	1.75%	12
2025 Q3	$3.62M	Buy	117,813 +38,659	+49%	+$1.13M	1.97%	9
2025 Q2	$2.25M	Buy	79,154 +2,250	+3%	+$62.5K	1.45%	12
2025 Q1	$2.13M	Buy	+76,904	New	+$2.12M	1.44%	11

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

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

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

Castleview Partners's ARP Position: Q2 2026 in Review

Castleview Partners reduced its PMV Adaptive Risk Parity ETF (ARP) stake by 0.72% in Q2 2026, selling an estimated $27.7K and leaving 117,314 shares worth $3.81M. The position accounts for 1.67% of the portfolio, ranked #13.

Castleview Partners first reported a position in ARP in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold ARP as of Q2 2026.

Castleview Partners held 117,314 shares of PMV Adaptive Risk Parity ETF worth $3.81M as of Q2 2026.
Castleview Partners sold 847 PMV Adaptive Risk Parity ETF shares in Q2 2026, an estimated $27.7K.
PMV Adaptive Risk Parity ETF made up 1.67% of Castleview Partners's portfolio in Q2 2026, its #13 holding.
Castleview Partners first reported a position in PMV Adaptive Risk Parity ETF in Q1 2025 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.