GRP
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Global Retirement Partners’s Adaptiv Select ETF ADPV Stock Holding History

Global Retirement Partners’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
Q4 		$29.7K Sell
694
-40
-5% -$1.72K ﹤0.01% 2664
2025
Q3 		$31.2K Hold
734
– – ﹤0.01% 2162
2025
Q2 		$27.1K Buy
+734
New +$25.4K ﹤0.01% 2119

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
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 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

Global Retirement Partners's ADPV Position: Q4 2025 in Review

Global Retirement Partners reduced its Adaptiv Select ETF (ADPV) stake by 5.4% in Q4 2025, selling an estimated $1.72K and leaving 694 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2664.

Global Retirement Partners first reported a position in ADPV in Q2 2025 and has held it in 3 quarters since. The position peaked at $31.2K in Q3 2025. 17 funds tracked by Wall St. Rank hold ADPV as of Q4 2025.

  • Global Retirement Partners held 694 shares of Adaptiv Select ETF worth $29.7K as of Q4 2025.
  • Global Retirement Partners sold 40 Adaptiv Select ETF shares in Q4 2025, an estimated $1.72K.
  • Adaptiv Select ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2664 holding.
  • Global Retirement Partners first reported a position in Adaptiv Select ETF in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Adaptiv Select ETF position peaked at $31.2K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.