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
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 $60.7B AUM 22.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return