FIM
ADPV icon

Freedom Investment Management’s Adaptiv Select ETF ADPV Stock Holding History

Freedom Investment Management’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
2025
Q3 		– Sell
-11,134
Closed -$412K – 152
2025
Q2 		$412K Buy
+11,134
New +$386K 0.03% 503

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 $570B AUM 27.57% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Freedom Investment Management's ADPV Position: Q3 2025 in Review

Freedom Investment Management sold out of Adaptiv Select ETF (ADPV) in Q3 2025, closing a stake of 11,134 shares — an estimated $412K sold.

Freedom Investment Management first reported a position in ADPV in Q2 2025 and held it in 1 quarter. The position peaked at $412K in Q2 2025. 13 funds tracked by Wall St. Rank hold ADPV as of Q3 2025.

  • Freedom Investment Management reported no remaining Adaptiv Select ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 11,134 Adaptiv Select ETF shares in Q3 2025, an estimated $412K.
  • Freedom Investment Management first reported a position in Adaptiv Select ETF in Q2 2025 and held it in 1 quarter.
  • Freedom Investment Management's Adaptiv Select ETF position peaked at $412K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.