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IFP Advisors’s Adaptiv Select ETF ADPV Stock Holding History

IFP 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
Q2 		$118K Hold
2,450
– – ﹤0.01% 1857
2026
Q1 		$103K Hold
2,450
– – ﹤0.01% 1821
2025
Q4 		$105K Hold
2,450
– – ﹤0.01% 1757
2025
Q3 		$104K Sell
2,450
-1,000
-29% -$40.3K ﹤0.01% 1648
2025
Q2 		$128K Sell
3,450
-250
-7% -$8.66K ﹤0.01% 1508
2025
Q1 		$127K Hold
3,700
– – ﹤0.01% 1401
2024
Q4 		$132K Sell
3,700
-240
-6% -$8.42K ﹤0.01% 1327
2024
Q3 		$126K Sell
3,940
-55
-1% -$1.71K ﹤0.01% 1308
2024
Q2 		$121K Buy
3,995
+55
+1% +$1.65K ﹤0.01% 1284
2024
Q1 		$118K Buy
3,940
+40
+1% +$1.07K 0.01% 1219
2023
Q4 		$97.1K Hold
3,900
– – ﹤0.01% 1255
2023
Q3 		$94.6K Buy
3,900
+350
+10% +$8.76K ﹤0.01% 1278
2023
Q2 		$88.6K Buy
+3,550
New +$82.8K ﹤0.01% 1358

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
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
AW
Ankerstar Wealth Leander, Texas $119M AUM
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
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

IFP Advisors's ADPV Position: Q2 2026 in Review

IFP Advisors held its Adaptiv Select ETF (ADPV) position steady in Q2 2026 at 2,450 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

IFP Advisors first reported a position in ADPV in Q2 2023 and has held it in 13 quarters since. The position peaked at $132K in Q4 2024. 17 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • IFP Advisors held 2,450 shares of Adaptiv Select ETF worth $118K as of Q2 2026.
  • IFP Advisors left its Adaptiv Select ETF share count unchanged in Q2 2026.
  • Adaptiv Select ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1857 holding.
  • IFP Advisors first reported a position in Adaptiv Select ETF in Q2 2023 and has held it in 13 quarters since.
  • IFP Advisors's Adaptiv Select ETF position peaked at $132K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.