VisionPoint Advisory Group’s PMV Adaptive Risk Parity ETF ARP Stock Holding History

VisionPoint Advisory Group’s Portfolio ARP Stock Details ARP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284K	Sell	8,757 -3,538	-29%	-$116K	0.05%	371
2026 Q1	$386K	Sell	12,295 -380	-3%	-$12.2K	0.07%	272
2025 Q4	$383K	Sell	12,675 -7,923	-38%	-$250K	0.07%	247
2025 Q3	$634K	Sell	20,598 -1,193	-5%	-$34.9K	0.13%	171
2025 Q2	$620K	Buy	21,791 +4,332	+25%	+$120K	0.14%	167
2025 Q1	$483K	Buy	+17,459	New	+$482K	0.17%	111

Other funds holding ARP

Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return

PCA

PMV Capital Advisers Dallas, Texas $66.6M AUM 28.35% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

IWB

Innovative Wealth Building California, Maryland $172M AUM 20.49% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VisionPoint Advisory Group's ARP Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its PMV Adaptive Risk Parity ETF (ARP) stake by 29% in Q2 2026, selling an estimated $116K and leaving 8,757 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #371.

VisionPoint Advisory Group first reported a position in ARP in Q1 2025 and has held it in 6 quarters since. The position peaked at $634K in Q3 2025. 12 funds tracked by Wall St. Rank hold ARP as of Q2 2026.

VisionPoint Advisory Group held 8,757 shares of PMV Adaptive Risk Parity ETF worth $284K as of Q2 2026.
VisionPoint Advisory Group sold 3,538 PMV Adaptive Risk Parity ETF shares in Q2 2026, an estimated $116K.
PMV Adaptive Risk Parity ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #371 holding.
VisionPoint Advisory Group first reported a position in PMV Adaptive Risk Parity ETF in Q1 2025 and has held it in 6 quarters since.
VisionPoint Advisory Group's PMV Adaptive Risk Parity ETF position peaked at $634K in Q3 2025.
12 funds tracked by Wall St. Rank held PMV Adaptive Risk Parity ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.