Purchases and Sales Made in Q2 2025 in Series Portfolios Tr Adaptiv S (ADPV)
This table provides information about the institutional ownership of Series Portfolios Tr Adaptiv S (ADPV) during Q2 2025. The information is specifically focused on institutions that hold shares of SERIES PORTFOLIOS TR ADAPTIV S.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q2 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
119K+ 61.85% |
N/A
|
313K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
28.8K+ 272.38% |
N/A
|
39.4K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
18.9K+ 0.87% |
N/A
|
2.2M
$0
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 9.22% |
N/A
|
221K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 9.22% |
N/A
|
221K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.11KNew |
N/A
|
8.11K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
2.31KNew |
N/A
|
2.31K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
734New |
N/A
|
734
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
N/A
|
600
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-250- 6.76% |
N/A
|
3.45K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-72.4K- 74.69% |
N/A
|
24.5K
$0
|
|