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Money Concepts Capital’s Adaptiv Select ETF ADPV Stock Holding History

Money Concepts Capital’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
Q1 		$357K Buy
+8,474
New +$373K 0.02% 433

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return

Money Concepts Capital's ADPV Position: Q1 2026 in Review

Money Concepts Capital opened a new position in Adaptiv Select ETF (ADPV) in Q1 2026: 8,474 shares worth $357K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

19 funds tracked by Wall St. Rank hold ADPV as of Q1 2026.

  • Money Concepts Capital held 8,474 shares of Adaptiv Select ETF worth $357K as of Q1 2026.
  • Adaptiv Select ETF was a new Money Concepts Capital position in Q1 2026.
  • Adaptiv Select ETF made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #433 holding.
  • 19 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.