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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
Q2 		$364K Buy
7,539
+1,078
+17% +$48.8K 0.02% 328
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 90.26% 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
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
GS
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

Sound View Wealth Advisors Group's ADPV Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its Adaptiv Select ETF (ADPV) stake by 17% in Q2 2026, buying an estimated $48.8K and bringing the position to 7,539 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #328.

Sound View Wealth Advisors Group 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.

  • Sound View Wealth Advisors Group held 7,539 shares of Adaptiv Select ETF worth $364K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1,078 Adaptiv Select ETF shares in Q2 2026, an estimated $48.8K.
  • Adaptiv Select ETF made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #328 holding.
  • Sound View Wealth Advisors Group 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 Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.