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Clearstead Advisors’s Advantage Solutions ADV Stock Holding History

Clearstead Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$87 Buy
+2
New +$71 ﹤0.01% 3381
2025
Q4 		– Sell
-6
Closed -$241 – 2745
2025
Q3 		$241 Buy
+6
New +$250 ﹤0.01% 2834

Other funds holding ADV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Clearstead Advisors's ADV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Advantage Solutions (ADV) in Q2 2026: 2 shares worth $87. The stake represents ﹤0.01% of the portfolio and ranks #3381 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ADV as recently as Q3 2025.

Clearstead Advisors first reported a position in ADV in Q3 2025 and has held it in 2 quarters since. The position peaked at $241 in Q3 2025. 30 funds tracked by Wall St. Rank hold ADV as of Q2 2026.

  • Clearstead Advisors held 2 shares of Advantage Solutions worth $87 as of Q2 2026.
  • Advantage Solutions was a new Clearstead Advisors position in Q2 2026.
  • Advantage Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3381 holding.
  • Clearstead Advisors first reported a position in Advantage Solutions in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Advantage Solutions position peaked at $241 in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.