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

SHP 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
Q1 		$1.04M Buy
24,649
+9,281
+60% +$408K 0.08% 81
2025
Q4 		$658K Buy
+15,368
New +$662K 0.05% 118

Other funds holding ADPV

CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 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 $8.93B AUM 25.13% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $94.7M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $328M AUM 36.73% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SHP Wealth Management's ADPV Position: Q1 2026 in Review

SHP Wealth Management increased its Adaptiv Select ETF (ADPV) stake by 60% in Q1 2026, buying an estimated $408K and bringing the position to 24,649 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #81.

SHP Wealth Management first reported a position in ADPV in Q4 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold ADPV as of Q1 2026.

  • SHP Wealth Management held 24,649 shares of Adaptiv Select ETF worth $1.04M as of Q1 2026.
  • SHP Wealth Management bought 9,281 Adaptiv Select ETF shares in Q1 2026, an estimated $408K.
  • Adaptiv Select ETF made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #81 holding.
  • SHP Wealth Management first reported a position in Adaptiv Select ETF in Q4 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.