WMA
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West Michigan Advisors’s Adaptiv Select ETF ADPV Stock Holding History

West Michigan Advisors’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 		$636K Hold
15,072
– – 0.14% 163
2026
Q1 		$636K Buy
15,072
+6,372
+73% +$280K 0.14% 163
2025
Q4 		$373K Buy
8,700
+816
+10% +$35.1K 0.09% 188
2025
Q3 		$335K Buy
+7,884
New +$318K 0.08% 193
2025
Q2 		– Sell
-7,887
Closed -$271K – 235
2025
Q1 		$271K Buy
+7,887
New +$292K 0.09% 161

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
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 $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
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

West Michigan Advisors's ADPV Position: Q2 2026 in Review

West Michigan Advisors held its Adaptiv Select ETF (ADPV) position steady in Q2 2026 at 15,072 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #163.

West Michigan Advisors first reported a position in ADPV in Q1 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold ADPV as of Q2 2026.

  • West Michigan Advisors held 15,072 shares of Adaptiv Select ETF worth $636K as of Q2 2026.
  • West Michigan Advisors left its Adaptiv Select ETF share count unchanged in Q2 2026.
  • Adaptiv Select ETF made up 0.14% of West Michigan Advisors's portfolio in Q2 2026, its #163 holding.
  • West Michigan Advisors first reported a position in Adaptiv Select ETF in Q1 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Adaptiv Select ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.