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IronBridge Private Wealth’s Adaptiv Select ETF ADPV Stock Holding History

IronBridge Private Wealth’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 		$16.6M Buy
343,418
+8,434
+3% +$382K 5.45% 4
2026
Q1 		$14.1M Buy
334,984
+7,437
+2% +$327K 4.56% 4
2025
Q4 		$13.9M Hold
327,547
– – 4.4% 7
2025
Q3 		$13.9M Buy
327,547
+14,978
+5% +$604K 4.39% 6
2025
Q2 		$11.6M Buy
312,569
+119,451
+62% +$4.14M 4.03% 8
2025
Q1 		$6.64M Buy
+193,118
New +$7.15M 2.62% 11

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 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
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

IronBridge Private Wealth's ADPV Position: Q2 2026 in Review

IronBridge Private Wealth increased its Adaptiv Select ETF (ADPV) stake by 2.5% in Q2 2026, buying an estimated $382K and bringing the position to 343,418 shares worth $16.6M. The position accounts for 5.45% of the portfolio, ranked #4.

IronBridge Private Wealth first reported a position in ADPV in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • IronBridge Private Wealth held 343,418 shares of Adaptiv Select ETF worth $16.6M as of Q2 2026.
  • IronBridge Private Wealth bought 8,434 Adaptiv Select ETF shares in Q2 2026, an estimated $382K.
  • Adaptiv Select ETF made up 5.45% of IronBridge Private Wealth's portfolio in Q2 2026, its #4 holding.
  • IronBridge Private Wealth first reported a position in Adaptiv Select ETF in Q1 2025 and has held it in 6 quarters since.
  • 18 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.