(ADPV) Series Portfolios Trust - - Ratings and Ratios

The Series Portfolios Trust - Adaptive Select ETF (NYSE ARCA: ADPV) is designed to capitalize on broad U.S. equity market uptrends by primarily investing in publicly-listed equity securities of U.S. large capitalization companies. The fund seeks long-term capital appreciation by focusing on sectors and companies exhibiting strong growth potential during favorable market conditions. While its core holdings consist of common stocks, the fund may also allocate to equity securities of Real Estate Investment Trusts (REITs) if they rank among the 1,000 largest U.S.-listed stocks by market capitalization. As a non-diversified fund, it may concentrate its investments in a limited number of securities, which can amplify both potential returns and risks. The fund is structured as an ETF, offering investors exposure to a curated portfolio of large-cap equities while maintaining the liquidity and transparency characteristic of exchange-traded funds.

From a technical standpoint, ADPV is currently trading at $36.32, below its short-term moving averages, with the SMA 20 at $39.32 and SMA 50 at $37.86. The SMA 200 stands at $33.56, indicating the fund is in an upward trend over the longer term. The Average True Range (ATR) of 0.91 reflects moderate volatility. The funds average trading volume over the past 20 days is 49,318 shares, suggesting manageable liquidity for investors. With assets under management (AUM) of $129.81 million, ADPV operates with a scale that allows for efficient portfolio management while maintaining access to a diversified range of large-cap equities.

Over the next three months, ADPV is expected to track the performance of U.S. large-cap equities closely, with potential upside if the broader market continues its uptrend. Technical resistance levels may emerge near $39.32 (SMA 20) and $37.86 (SMA 50), while support is likely to hold around $33.56 (SMA 200). If market conditions remain favorable, the fund could test the $40 level, representing a 10% potential upside from its current price. Conversely, a broader market downturn could push the fund toward its longer-term support at $33.56, implying a 7.5% downside risk. The funds ability to maintain its growth trajectory will depend on its stock selection and the overall health of the U.S. equity market.