October 31, 2024 EDT

ADPV Returns to Outperformance in October

In a thrilling October performance, the Adaptiv Select ETF (ADPV) outperformed the S&P 500 with a 4% gain, bringing its year-to-date return to 32.11%!

September 30, 2024 EDT

September’s Rocky Start, Strong Finish for ADPV ETF

While September got off to a rocky start for ADPV, it reached a new all-time high on 9/17, in line with our year-long expectations and providing resilience against election-related worries.

August 31, 2024 EDT

ADPV and Market Shifts: Navigating August Volatility

After a surge in volatility in August driven by ADPV, markets quickly rebounded, but as we enter September, historical trends suggest potential consolidation or a selloff despite strong overall market performance.

July 31, 2024 EDT

Adaptiv Select ETF Outshines S&P 500 in July

After strong gains for ADPV in May and June, July brought a calmer market with the S&P 500 saved by a late-month rally to keep us green.

June 30, 2024 EDT

ADPV Hits Road Bump, Keeps Strong YTD Performance

In June, the Adaptiv Select ETF hit its first yearly road bump, though it sustained a solid 24.94% YTD return fueled by Mega Cap Tech and steady sector weightings.

May 31, 2024 EDT

ADPV ETF: May’s Strong Market Recovery and Tech Gains

The ADPV ETF saw a strong market rebound in May, driven by an ongoing uptrend and significant gains in the Tech sector, despite mixed participation from smaller stocks.

April 30, 2024 EDT

ADPV is Riding Momentum Waves Amidst April’s Shifting Tides

Despite April's market shift, momentum strategies held strong, supported by technical tailwinds, with portfolios like ADPV showcasing resilience.

March 31, 2024 EDT

ADPV: Marching Through Q1 with Stellar Outperformance

In March, although the broader indices exhibited a relative cooldown, momentum strategies maintained their robust performance, marking a strong beginning to 2024.

February 29, 2024 EST

ADPV Achieves Solid February Growth

The Adaptiv Select ETF (ADPV) maintains its performance trajectory, carrying forward the momentum from Q4 and January to achieve another solid month of growth in February.

January 31, 2024 EST

ADPV ETF Powering into January with Strength

Building on its momentum from the end of 2023, ADPV continues to demonstrate its ability to deliver strong returns and navigate market dynamics effectively.

November 04, 2022 EDT

Client First Tax & Wealth Advisors announces new Adaptiv Select ETF™ (Ticker: ADPV)

The Adaptiv Select ETF™ (NYSE: ADPV) is a proprietary actively managed, large-cap stock selection ETF that seeks long-term capital appreciation when the broad U.S. equity market is in an uptrend.

Carefully consider the Funds' investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s Prospectus and Summary Prospectus, which may be obtained by visiting https://adpvetf.com/investor-materials. Read the Prospectus and Summary Prospectus carefully before investing.

Distributed by: Quasar Distributors, LLC.

Investing involves risk, including possible loss of principal. To the extent the Fund’s investments are concentrated in or have significant exposure to a particular issuer, industry or group of industries, or asset class, the Fund may be more vulnerable to adverse events affecting such issuer, industry or group of industries, or asset class than if the Fund’s investments were more broadly diversified.

Active management by the Adviser in selecting and maintaining a portfolio of securities that will achieve the Fund’s investment objective could cause the Fund to underperform compared to other funds having similar investment objectives. For longer periods of time, the Fund may hold a substantial cash position. If the market advances during periods when the fund is holding a large cash position, the Fund may not participate to the extent it would have if the Fund had been more fully invested.

The Adviser relies heavily on a quantitative model developed by the Adviser, which is used to value and rank investments or potential investments, to provide risk management insights and to assist in reducing extending declines in the Fund’s net asset value. When models and data prove to be incorrect, misleading, or incomplete, any decisions made in reliance thereon will expose the Fund to risks.

Shares are bought and sold at market price (closing price) not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00pm Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.

Investment advisory services are provided by Client First Investment Management LLC, an SEC-registered investment adviser. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.