EWA
PEO

EverSource Wealth Advisors’s Adams Natural Resources Fund PEO Stock Holding History

EverSource Wealth Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.3K Hold
1,873
– – ﹤0.01% 1825
2026
Q1 		$52.1K Hold
1,873
– – ﹤0.01% 1847
2025
Q4 		$40.7K Hold
1,873
– – ﹤0.01% 1889
2025
Q3 		$40.3K Hold
1,873
– – ﹤0.01% 1855
2025
Q2 		$40K Hold
1,873
– – ﹤0.01% 1768
2025
Q1 		$42.7K Sell
1,873
-165
-8% -$3.7K ﹤0.01% 1307
2024
Q4 		$44.3K Sell
2,038
-80
-4% -$1.82K ﹤0.01% 1245
2024
Q3 		$47.3K Hold
2,118
– – ﹤0.01% 1097
2024
Q2 		$49.7K Hold
2,118
– – ﹤0.01% 1095
2024
Q1 		$47.1K Hold
2,118
– – ﹤0.01% 1008
2023
Q4 		$42K Hold
2,118
– – ﹤0.01% 965
2023
Q3 		$47.1K Hold
2,118
– – 0.01% 835
2023
Q2 		$42.4K Hold
2,118
– – ﹤0.01% 900
2023
Q1 		$41.9K Hold
2,118
– – 0.01% 850
2022
Q4 		$44.4K Buy
+2,118
New +$45.5K 0.01% 805

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

EverSource Wealth Advisors's PEO Position: Q2 2026 in Review

EverSource Wealth Advisors held its Adams Natural Resources Fund (PEO) position steady in Q2 2026 at 1,873 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

EverSource Wealth Advisors first reported a position in PEO in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.1K in Q1 2026. 44 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • EverSource Wealth Advisors held 1,873 shares of Adams Natural Resources Fund worth $46.3K as of Q2 2026.
  • EverSource Wealth Advisors left its Adams Natural Resources Fund share count unchanged in Q2 2026.
  • Adams Natural Resources Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1825 holding.
  • EverSource Wealth Advisors first reported a position in Adams Natural Resources Fund in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Adams Natural Resources Fund position peaked at $52.1K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.