IFP Advisors
ADPV icon

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
Q3 		$95.1K Sell
2,200
-250
-10% -$11.3K ﹤0.01% 2001
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% -$1.7K ﹤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

Client First Investment Management
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
IronBridge Private Wealth
IronBridge Private Wealth Austin, Texas $338M AUM 22.06% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Ankerstar Wealth
Ankerstar Wealth Leander, Texas $129M AUM 9.28% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group Savannah, Georgia $1.62B AUM 19.49% 1-Year Est. Return
Davis Investment Partners
Davis Investment Partners Charlotte, North Carolina $322M AUM 27.74% 1-Year Est. Return

IFP Advisors's ADPV Position: Q3 2026 in Review

IFP Advisors reduced its Adaptiv Select ETF (ADPV) stake by 10% in Q3 2026, selling an estimated $11.3K and leaving 2,200 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

IFP Advisors first reported a position in ADPV in Q2 2023 and has held it in 14 quarters since. The position peaked at $132K in Q4 2024. 15 funds tracked by Wall St. Rank hold ADPV as of Q3 2026.

  • IFP Advisors held 2,200 shares of Adaptiv Select ETF worth $95.1K as of Q3 2026.
  • IFP Advisors sold 250 Adaptiv Select ETF shares in Q3 2026, an estimated $11.3K.
  • Adaptiv Select ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2001 holding.
  • IFP Advisors first reported a position in Adaptiv Select ETF in Q2 2023 and has held it in 14 quarters since.
  • IFP Advisors's Adaptiv Select ETF position peaked at $132K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.