MWM
PEO

Mosley Wealth Management’s Adams Natural Resources Fund PEO Stock Holding History

Mosley Wealth Management’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 		$2.2K Sell
89
-4
-4% -$104 ﹤0.01% 488
2026
Q1 		$2K Buy
+93
New +$2.35K ﹤0.01% 390

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 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
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

Mosley Wealth Management's PEO Position: Q2 2026 in Review

Mosley Wealth Management reduced its Adams Natural Resources Fund (PEO) stake by 4.3% in Q2 2026, selling an estimated $104 and leaving 89 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Mosley Wealth Management first reported a position in PEO in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Mosley Wealth Management held 89 shares of Adams Natural Resources Fund worth $2.2K as of Q2 2026.
  • Mosley Wealth Management sold 4 Adams Natural Resources Fund shares in Q2 2026, an estimated $104.
  • Adams Natural Resources Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Mosley Wealth Management first reported a position in Adams Natural Resources Fund in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.