Allworth Financial’s ADS-TEC Energy ADSE Stock Holding History

Allworth Financial’s Portfolio ADSE Stock Details ADSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50	Closed	-$672	–	4587
2025 Q1	$672	Buy	+50	New	+$745	﹤0.01%	3602

Other funds holding ADSE

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Robert Bosch Gerlingen Schillerhoehe, Germany $166M AUM 9.63% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's ADSE Position: Q2 2025 in Review

Allworth Financial sold out of ADS-TEC Energy (ADSE) in Q2 2025, closing a stake of 50 shares — an estimated $672 sold.

Allworth Financial first reported a position in ADSE in Q1 2025 and held it in 1 quarter. The position peaked at $672 in Q1 2025. 24 funds tracked by Wall St. Rank hold ADSE as of Q2 2025.

Allworth Financial reported no remaining ADS-TEC Energy position as of Q2 2025 after selling out during the quarter.
Allworth Financial sold 50 ADS-TEC Energy shares in Q2 2025, an estimated $672.
Allworth Financial first reported a position in ADS-TEC Energy in Q1 2025 and held it in 1 quarter.
Allworth Financial's ADS-TEC Energy position peaked at $672 in Q1 2025.
24 funds tracked by Wall St. Rank held ADS-TEC Energy as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.