IFP Advisors
ADAM icon

IFP Advisors’s Adamas Trust ADAM Stock Holding History

IFP Advisors’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.05K Buy
778
+423
+119% +$3.91K ﹤0.01% 3693
2026
Q2 		$3.33K Buy
355
+256
+259% +$2.2K ﹤0.01% 4005
2026
Q1 		$729 Hold
99
– – ﹤0.01% 4320
2025
Q4 		$723 Hold
99
– – ﹤0.01% 4175
2025
Q3 		$690 Buy
99
+37
+60% +$257 ﹤0.01% 4081
2025
Q2 		$469 Buy
+62
New +$393 ﹤0.01% 4455
2023
Q4 		– Sell
-24
Closed -$204 – 3238
2023
Q3 		$204 Sell
24
-200
-89% -$1.89K ﹤0.01% 3192
2023
Q2 		$2.22K Buy
224
+176
+367% +$1.75K ﹤0.01% 2840
2023
Q1 		$367 Sell
48
-1,989
-98% -$21.6K ﹤0.01% 3222
2022
Q4 		$58K Buy
2,037
+716
+54% +$7.63K ﹤0.01% 2138
2022
Q3 		$42K Hold
1,321
– – ﹤0.01% 2506
2022
Q2 		$42K Hold
1,321
– – ﹤0.01% 2289
2022
Q1 		$42K Buy
+1,321
New +$19.3K ﹤0.01% 2289
2020
Q1 		– Sell
-29
Closed -$611 – 2922
2019
Q4 		$1K Hold
29
– – ﹤0.01% 2695
2019
Q3 		$1K Buy
+29
New +$714 ﹤0.01% 2900
2019
Q1 		– Sell
-118
Closed -$3K – 3078
2018
Q4 		$3K Sell
118
-250
-68% -$6.05K ﹤0.01% 3046
2018
Q3 		$9K Buy
368
+327
+798% +$8.18K ﹤0.01% 2914
2018
Q2 		$1K Buy
+41
New +$999 ﹤0.01% 3751
2017
Q4 		– Sell
-50
Closed -$1K – 4015
2017
Q3 		$1K Hold
50
– – ﹤0.01% 3931
2017
Q2 		$1K Hold
50
– – ﹤0.01% 3918
2017
Q1 		$1K Sell
50
-25
-33% -$645 ﹤0.01% 3833
2016
Q4 		$2K Sell
75
-425
-85% -$10.8K ﹤0.01% 3658
2016
Q3 		$12K Buy
500
+425
+567% +$10.5K ﹤0.01% 2719
2016
Q2 		$2K Buy
+75
New +$1.68K ﹤0.01% 3487
2016
Q1 		– Sell
-325
Closed -$7K – 3071
2015
Q4 		$7K Buy
+325
New +$7.35K ﹤0.01% 2777

Other funds holding ADAM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's ADAM Position: Q3 2026 in Review

IFP Advisors increased its Adamas Trust (ADAM) stake by 119% in Q3 2026, buying an estimated $3.91K and bringing the position to 778 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

IFP Advisors first reported a position in ADAM in Q4 2015 and has held it in 25 quarters since. The position peaked at $58K in Q4 2022. 19 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • IFP Advisors held 778 shares of Adamas Trust worth $6.05K as of Q3 2026.
  • IFP Advisors bought 423 Adamas Trust shares in Q3 2026, an estimated $3.91K.
  • Adamas Trust made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3693 holding.
  • IFP Advisors first reported a position in Adamas Trust in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's Adamas Trust position peaked at $58K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.