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Rooted Wealth Advisors’s Adaptiv Select ETF ADPV Stock Holding History

Rooted Wealth 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
Q2 		$220K Buy
+4,563
New +$206K 0.05% 135

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $210M AUM 50.85% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
GTS Securities
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

Rooted Wealth Advisors's ADPV Position: Q2 2026 in Review

Rooted Wealth Advisors opened a new position in Adaptiv Select ETF (ADPV) in Q2 2026: 4,563 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings.

18 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • Rooted Wealth Advisors held 4,563 shares of Adaptiv Select ETF worth $220K as of Q2 2026.
  • Adaptiv Select ETF was a new Rooted Wealth Advisors position in Q2 2026.
  • Adaptiv Select ETF made up 0.05% of Rooted Wealth Advisors's portfolio in Q2 2026, its #135 holding.
  • 18 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

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