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SeaCrest Wealth Management’s Adaptiv Select ETF ADPV Stock Holding History

SeaCrest Wealth Management’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 		$374K Sell
7,745
-54
-0.7% -$2.44K 0.04% 361
2026
Q1 		$329K Buy
7,799
+1,296
+20% +$57K 0.04% 448
2025
Q4 		$291K Buy
+6,503
New +$280K 0.03% 471

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $149M AUM 18.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SeaCrest Wealth Management's ADPV Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Adaptiv Select ETF (ADPV) stake by 0.69% in Q2 2026, selling an estimated $2.44K and leaving 7,745 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #361.

SeaCrest Wealth Management first reported a position in ADPV in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • SeaCrest Wealth Management held 7,745 shares of Adaptiv Select ETF worth $374K as of Q2 2026.
  • SeaCrest Wealth Management sold 54 Adaptiv Select ETF shares in Q2 2026, an estimated $2.44K.
  • Adaptiv Select ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #361 holding.
  • SeaCrest Wealth Management first reported a position in Adaptiv Select ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.