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Sound View Wealth Advisors Group’s Adaptiv Select ETF ADPV Stock Holding History

Sound View Wealth Advisors Group’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 		$272K Buy
6,461
+775
+14% +$34.1K 0.02% 357
2025
Q4 		$244K Buy
+5,686
New +$245K 0.02% 379

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

Sound View Wealth Advisors Group's ADPV Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Adaptiv Select ETF (ADPV) stake by 14% in Q1 2026, buying an estimated $34.1K and bringing the position to 6,461 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #357.

Sound View Wealth Advisors Group 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.

  • Sound View Wealth Advisors Group held 6,461 shares of Adaptiv Select ETF worth $272K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 775 Adaptiv Select ETF shares in Q1 2026, an estimated $34.1K.
  • Adaptiv Select ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #357 holding.
  • Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.