Creative Financial Designs’s Adams Diversified Equity Fund ADX Stock Holding History

Creative Financial Designs’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	$56	Buy	3 +1	+50%	+$23	﹤0.01%	2138
2025 Q4	$58	Hold	2	–	–	﹤0.01%	2042
2025 Q3	$55	Sell	2 -215	-99%	-$4.7K	﹤0.01%	2027
2025 Q2	$4.71K	Sell	217 -997	-82%	-$19.7K	﹤0.01%	1542
2025 Q1	$23.1K	Buy	1,214 +1,002	+473%	+$20.1K	﹤0.01%	1043
2024 Q4	$4.28K	Sell	212 -296	-58%	-$6.32K	﹤0.01%	1459
2024 Q3	$11K	Sell	508 -1,475	-74%	-$31.4K	﹤0.01%	1174
2024 Q2	$42.6K	Buy	1,983 +5	+0.3%	+$100	﹤0.01%	784
2024 Q1	$38.6K	Sell	1,978 -1,129	-36%	-$21K	﹤0.01%	794
2023 Q4	$55K	Buy	3,107 +2,604	+518%	+$44.2K	0.01%	666
2023 Q3	$8.37K	Buy	503 +1	+0.2%	+$17	﹤0.01%	1074
2023 Q2	$8.43K	Buy	+502	New	+$7.98K	﹤0.01%	1065

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B 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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's ADX Position: Q1 2026 in Review

Creative Financial Designs increased its Adams Diversified Equity Fund (ADX) stake by 50% in Q1 2026, buying an estimated $23 and bringing the position to 3 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Creative Financial Designs first reported a position in ADX in Q2 2023 and has held it in 12 quarters since. The position peaked at $55K in Q4 2023. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Creative Financial Designs held 3 shares of Adams Diversified Equity Fund worth $56 as of Q1 2026.
Creative Financial Designs bought 1 Adams Diversified Equity Fund share in Q1 2026, an estimated $23.
Adams Diversified Equity Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #2138 holding.
Creative Financial Designs first reported a position in Adams Diversified Equity Fund in Q2 2023 and has held it in 12 quarters since.
Creative Financial Designs's Adams Diversified Equity Fund position peaked at $55K in Q4 2023.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.