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SHP Wealth Management

Position in ADPV — Adaptiv Select ETF

CIK 1807060 PLYMOUTH, MA

Position in ADPV

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,363,139
+$323,740 QoQ
Shares Held
28,213
+14.5% QoQ
Ownership
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#5
of 6 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in ADPV Over Time

Shares Held

Position Value (USD)

All Filings in ADPV

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,363,139 28,213
2026-03-31 $1,039,399 24,649
2025-12-31 $658,365 15,368