Prevail Innovative Wealth Advisors’s Adams Diversified Equity Fund ADX Stock Holding History

Prevail Innovative Wealth Advisors’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 Q1	–	Sell	-9,846	Closed	-$230K	–	179
2025 Q4	$230K	Sell	9,846 -68,708	-87%	-$1.57M	0.04%	177
2025 Q3	$1.75M	Buy	78,554 +53,172	+209%	+$1.16M	0.34%	106
2025 Q2	$551K	Buy	+25,382	New	+$500K	0.12%	164
2025 Q1	–	Sell	-125,682	Closed	-$2.54M	–	170
2024 Q4	$2.54M	Sell	125,682 -168,861	-57%	-$3.6M	0.74%	52
2024 Q3	$6.35M	Buy	294,543 +74,694	+34%	+$1.59M	1.93%	6
2024 Q2	$4.72M	Buy	219,849 +23,971	+12%	+$478K	1.67%	8
2024 Q1	$3.82M	Sell	195,878 -116,160	-37%	-$2.16M	1.42%	12
2023 Q4	$5.53M	Sell	312,038 -18,635	-6%	-$316K	2.64%	3
2023 Q3	$5.5M	Buy	330,673 +64,942	+24%	+$1.12M	2.86%	3
2023 Q2	$4.47M	Buy	+265,731	New	+$4.22M	2.45%	9

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ADX Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Adams Diversified Equity Fund (ADX) in Q1 2026, closing a stake of 9,846 shares — an estimated $230K sold.

Prevail Innovative Wealth Advisors first reported a position in ADX in Q2 2023 and held it in 10 quarters. The position peaked at $6.35M in Q3 2024. 199 funds tracked by Wall St. Rank hold ADX as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Adams Diversified Equity Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 9,846 Adams Diversified Equity Fund shares in Q1 2026, an estimated $230K.
Prevail Innovative Wealth Advisors first reported a position in Adams Diversified Equity Fund in Q2 2023 and held it in 10 quarters.
Prevail Innovative Wealth Advisors's Adams Diversified Equity Fund position peaked at $6.35M in Q3 2024.
199 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.