IFWM
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Institute for Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Institute for Wealth Management’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
Q2 		$28.6K Buy
+1,119
New +$27.4K ﹤0.01% 1025

Other funds holding ADX

B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $263M AUM 39.37% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Institute for Wealth Management's ADX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Adams Diversified Equity Fund (ADX) in Q2 2026: 1,119 shares worth $28.6K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings.

136 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Institute for Wealth Management held 1,119 shares of Adams Diversified Equity Fund worth $28.6K as of Q2 2026.
  • Adams Diversified Equity Fund was a new Institute for Wealth Management position in Q2 2026.
  • Adams Diversified Equity Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1025 holding.
  • 136 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.