Kingsview Wealth Management
ADX icon

Kingsview Wealth Management’s Adams Diversified Equity Fund ADX Stock Holding History

Kingsview 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
Q3 		$203K Buy
7,917
+18
+0.2% +$466 ﹤0.01% 1369
2026
Q2 		$202K Buy
+7,899
New +$194K ﹤0.01% 1358
2025
Q3 		– Sell
-11,357
Closed -$247K – 1195
2025
Q2 		$247K Sell
11,357
-643
-5% -$12.7K ﹤0.01% 1024
2025
Q1 		$228K Buy
12,000
+222
+2% +$4.46K ﹤0.01% 990
2024
Q4 		$238K Buy
11,778
+717
+6% +$15.3K ﹤0.01% 990
2024
Q3 		$238K Buy
+11,061
New +$235K 0.01% 963

Other funds holding ADX

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
Waterfront Wealth
Waterfront Wealth Overland Park, Kansas $627M AUM 18.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Kingsview Wealth Management's ADX Position: Q3 2026 in Review

Kingsview Wealth Management increased its Adams Diversified Equity Fund (ADX) stake by 0.23% in Q3 2026, buying an estimated $466 and bringing the position to 7,917 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Kingsview Wealth Management first reported a position in ADX in Q3 2024 and has held it in 6 quarters since. The position peaked at $247K in Q2 2025. 164 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Kingsview Wealth Management held 7,917 shares of Adams Diversified Equity Fund worth $203K as of Q3 2026.
  • Kingsview Wealth Management bought 18 Adams Diversified Equity Fund shares in Q3 2026, an estimated $466.
  • Adams Diversified Equity Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1369 holding.
  • Kingsview Wealth Management first reported a position in Adams Diversified Equity Fund in Q3 2024 and has held it in 6 quarters since.
  • Kingsview Wealth Management's Adams Diversified Equity Fund position peaked at $247K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.