Cetera Investment Advisers
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Cetera Investment Advisers’s Adams Diversified Equity Fund ADX Stock Holding History

Cetera Investment Advisers’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 		$3.84M Buy
150,243
+3,479
+2% +$85.3K ﹤0.01% 1807
2026
Q1 		$3.21M Sell
146,764
-3,758
-2% -$86.3K ﹤0.01% 1837
2025
Q4 		$3.51M Buy
150,522
+868
+0.6% +$19.9K ﹤0.01% 1722
2025
Q3 		$3.34M Buy
149,654
+186
+0.1% +$4.06K ﹤0.01% 1732
2025
Q2 		$3.24M Sell
149,468
-1,038
-0.7% -$20.5K 0.01% 1487
2025
Q1 		$2.86M Buy
150,506
+1,299
+0.9% +$26.1K 0.01% 1480
2024
Q4 		$3.01M Buy
149,207
+6,845
+5% +$146K 0.01% 1359
2024
Q3 		$3.07M Buy
142,362
+3,047
+2% +$64.8K 0.01% 1305
2024
Q2 		$2.99M Buy
139,315
+2,064
+2% +$41.2K 0.01% 1281
2024
Q1 		$2.68M Buy
+137,251
New +$2.55M 0.01% 1355

Other funds holding ADX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cetera Investment Advisers's ADX Position: Q2 2026 in Review

Cetera Investment Advisers increased its Adams Diversified Equity Fund (ADX) stake by 2.4% in Q2 2026, buying an estimated $85.3K and bringing the position to 150,243 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Cetera Investment Advisers first reported a position in ADX in Q1 2024 and has held it in 10 quarters since. 214 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Cetera Investment Advisers held 150,243 shares of Adams Diversified Equity Fund worth $3.84M as of Q2 2026.
  • Cetera Investment Advisers bought 3,479 Adams Diversified Equity Fund shares in Q2 2026, an estimated $85.3K.
  • Adams Diversified Equity Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1807 holding.
  • Cetera Investment Advisers first reported a position in Adams Diversified Equity Fund in Q1 2024 and has held it in 10 quarters since.
  • 214 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.