IWB
ARP icon

Innovative Wealth Building’s PMV Adaptive Risk Parity ETF ARP Stock Holding History

Innovative Wealth Building’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 		$914K Buy
28,142
+3,798
+16% +$124K 0.53% 34
2026
Q1 		$764K Buy
24,344
+11,987
+97% +$384K 0.54% 32
2025
Q4 		$373K Buy
+12,357
New +$390K 0.27% 42

Other funds holding ARP

LA
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
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 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
IA
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Wealth Building's ARP Position: Q2 2026 in Review

Innovative Wealth Building increased its PMV Adaptive Risk Parity ETF (ARP) stake by 16% in Q2 2026, buying an estimated $124K and bringing the position to 28,142 shares worth $914K. The position accounts for 0.53% of the portfolio, ranked #34.

Innovative Wealth Building first reported a position in ARP in Q4 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ARP as of Q2 2026.

  • Innovative Wealth Building held 28,142 shares of PMV Adaptive Risk Parity ETF worth $914K as of Q2 2026.
  • Innovative Wealth Building bought 3,798 PMV Adaptive Risk Parity ETF shares in Q2 2026, an estimated $124K.
  • PMV Adaptive Risk Parity ETF made up 0.53% of Innovative Wealth Building's portfolio in Q2 2026, its #34 holding.
  • Innovative Wealth Building first reported a position in PMV Adaptive Risk Parity ETF in Q4 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.