SHP Wealth Management’s Adaptiv Select ETF ADPV Stock Holding History
Bought
Maintained
Sold
Other funds holding ADPV
SHP Wealth Management's ADPV Position: Q2 2026 in Review
SHP Wealth Management increased its Adaptiv Select ETF (ADPV) stake by 14% in Q2 2026, buying an estimated $161K and bringing the position to 28,213 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #78.
SHP Wealth Management first reported a position in ADPV in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.
- SHP Wealth Management held 28,213 shares of Adaptiv Select ETF worth $1.36M as of Q2 2026.
- SHP Wealth Management bought 3,564 Adaptiv Select ETF shares in Q2 2026, an estimated $161K.
- Adaptiv Select ETF made up 0.09% of SHP Wealth Management's portfolio in Q2 2026, its #78 holding.
- SHP Wealth Management first reported a position in Adaptiv Select ETF in Q4 2025 and has held it in 3 quarters since.
- 18 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.