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Latitude Advisors’s PMV Adaptive Risk Parity ETF ARP Stock Holding History

Latitude Advisors’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 		$24M Sell
739,875
-38,805
-5% -$1.27M 9.58% 1
2026
Q1 		$24.4M Buy
778,680
+64,526
+9% +$2.07M 11.2% 1
2025
Q4 		$21.6M Sell
714,154
-10,069
-1% -$318K 9.49% 1
2025
Q3 		$22.3M Buy
724,223
+22,454
+3% +$657K 10.17% 1
2025
Q2 		$20M Buy
701,769
+13,654
+2% +$379K 10.05% 1
2025
Q1 		$19M Buy
688,115
+103,149
+18% +$2.85M 11.06% 1
2024
Q4 		$15.9M Buy
584,966
+21,047
+4% +$605K 8.96% 1
2024
Q3 		$16.3M Buy
563,919
+6,315
+1% +$177K 9.21% 1
2024
Q2 		$15.4M Buy
557,604
+20,920
+4% +$569K 9.43% 1
2024
Q1 		$14.5M Sell
536,684
-26,290
-5% -$681K 9.05% 1
2023
Q4 		$14.2M Sell
562,974
-27,746
-5% -$699K 9.94% 1
2023
Q3 		$14.7M Sell
590,720
-1,288
-0.2% -$32.8K 10.51% 1
2023
Q2 		$15.1M Sell
592,008
-5,225
-0.9% -$131K 10.48% 1
2023
Q1 		$14.9M Sell
597,233
-205,367
-26% -$5.15M 10.76% 1
2022
Q4 		$20M Buy
+802,600
New +$20.1M 14.98% 1

Other funds holding ARP

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
IWB
Innovative Wealth Building California, Maryland $172M AUM 20.49% 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

Latitude Advisors's ARP Position: Q2 2026 in Review

Latitude Advisors reduced its PMV Adaptive Risk Parity ETF (ARP) stake by 5% in Q2 2026, selling an estimated $1.27M and leaving 739,875 shares worth $24M. The position accounts for 9.58% of the portfolio, ranked #1.

Latitude Advisors first reported a position in ARP in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.4M in Q1 2026. 12 funds tracked by Wall St. Rank hold ARP as of Q2 2026.

  • Latitude Advisors held 739,875 shares of PMV Adaptive Risk Parity ETF worth $24M as of Q2 2026.
  • Latitude Advisors sold 38,805 PMV Adaptive Risk Parity ETF shares in Q2 2026, an estimated $1.27M.
  • PMV Adaptive Risk Parity ETF made up 9.58% of Latitude Advisors's portfolio in Q2 2026, its #1 holding.
  • Latitude Advisors first reported a position in PMV Adaptive Risk Parity ETF in Q4 2022 and has held it in 15 quarters since.
  • Latitude Advisors's PMV Adaptive Risk Parity ETF position peaked at $24.4M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.