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IFS Advisors’s Adamas Trust ADAM Stock Holding History

IFS 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 		$2.72K Hold
350
– – ﹤0.01% 394
2026
Q2 		$3.28K Buy
+350
New +$3.01K ﹤0.01% 169

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

IFS Advisors's ADAM Position: Q3 2026 in Review

IFS Advisors held its Adamas Trust (ADAM) position steady in Q3 2026 at 350 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

IFS Advisors first reported a position in ADAM in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.28K in Q2 2026. 19 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • IFS Advisors held 350 shares of Adamas Trust worth $2.72K as of Q3 2026.
  • IFS Advisors left its Adamas Trust share count unchanged in Q3 2026.
  • Adamas Trust made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #394 holding.
  • IFS Advisors first reported a position in Adamas Trust in Q2 2026 and has held it in 2 quarters since.
  • IFS Advisors's Adamas Trust position peaked at $3.28K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.