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Archer Investment Corporation’s Adams Diversified Equity Fund ADX Stock Holding History

Archer Investment Corporation’s Portfolio ADX Stock Details ADX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.3K Hold
1,889
– – 0.01% 527
2026
Q1 		$41.4K Hold
1,889
– – 0.01% 561
2025
Q4 		$44.1K Hold
1,889
– – 0.01% 490
2025
Q3 		$42.1K Hold
1,889
– – 0.01% 501
2025
Q2 		$41K Hold
1,889
– – 0.01% 503
2025
Q1 		$35.9K Hold
1,889
– – 0.01% 501
2024
Q4 		$38.2K Hold
1,889
– – 0.01% 482
2024
Q3 		$40.7K Hold
1,889
– – 0.01% 465
2024
Q2 		$40.6K Hold
1,889
– – 0.01% 453
2024
Q1 		$36.9K Hold
1,889
– – 0.01% 443
2023
Q4 		$33.5K Hold
1,889
– – 0.01% 454
2023
Q3 		$31.4K Hold
1,889
– – 0.01% 445
2023
Q2 		$31.8K Buy
+1,889
New +$30K 0.01% 442
2021
Q2 		– Sell
-3,123
Closed -$57K – 585
2021
Q1 		$57K Sell
3,123
-1,415
-31% -$25.1K 0.02% 321
2020
Q4 		$78.5K Buy
+4,538
New +$76.2K 0.04% 239
2020
Q3 		– Sell
-6,350
Closed -$94.7K – 650
2020
Q2 		$94.7K Buy
6,350
+4,538
+250% +$64.5K 0.05% 201
2020
Q1 		$23K Buy
+1,812
New +$27K 0.02% 336

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Archer Investment Corporation's ADX Position: Q2 2026 in Review

Archer Investment Corporation held its Adams Diversified Equity Fund (ADX) position steady in Q2 2026 at 1,889 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #527.

Archer Investment Corporation first reported a position in ADX in Q1 2020 and has held it in 17 quarters since. The position peaked at $94.7K in Q2 2020. 163 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Archer Investment Corporation held 1,889 shares of Adams Diversified Equity Fund worth $48.3K as of Q2 2026.
  • Archer Investment Corporation left its Adams Diversified Equity Fund share count unchanged in Q2 2026.
  • Adams Diversified Equity Fund made up 0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #527 holding.
  • Archer Investment Corporation first reported a position in Adams Diversified Equity Fund in Q1 2020 and has held it in 17 quarters since.
  • Archer Investment Corporation's Adams Diversified Equity Fund position peaked at $94.7K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.