Buck Wealth Strategies’s Adams Diversified Equity Fund ADX Stock Holding History

Buck Wealth Strategies’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	$77.6K	Buy	+3,036	New	+$74.4K	0.01%	292

Other funds holding ADX

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Buck Wealth Strategies's ADX Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 3,036 shares worth $77.6K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

130 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

Buck Wealth Strategies held 3,036 shares of Adams Diversified Equity Fund worth $77.6K as of Q2 2026.
Adams Diversified Equity Fund was a new Buck Wealth Strategies position in Q2 2026.
Adams Diversified Equity Fund made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #292 holding.
130 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.