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Sound Income Strategies’s Adams Diversified Equity Fund ADX Stock Holding History

Sound Income Strategies’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 		– Sell
-695
Closed -$15.6K – 515
2026
Q1 		$15.6K Buy
695
+80
+13% +$1.84K ﹤0.01% 1294
2025
Q4 		$14.2K Hold
615
– – ﹤0.01% 1295
2025
Q3 		$13.9K Sell
615
-2,000
-76% -$43.7K ﹤0.01% 913
2025
Q2 		$56.8K Buy
2,615
+2,000
+325% +$39.4K ﹤0.01% 489
2025
Q1 		$11.7K Hold
615
– – ﹤0.01% 865
2024
Q4 		$12.4K Hold
615
– – ﹤0.01% 785
2024
Q3 		$13.3K Hold
615
– – ﹤0.01% 727
2024
Q2 		$13.2K Hold
615
– – ﹤0.01% 714
2024
Q1 		$12K Hold
615
– – ﹤0.01% 704
2023
Q4 		$10.9K Hold
615
– – ﹤0.01% 712
2023
Q3 		$10.2K Hold
615
– – ﹤0.01% 585
2023
Q2 		$10.3K Hold
615
– – ﹤0.01% 566
2023
Q1 		$9.56K Hold
615
– – ﹤0.01% 563
2022
Q4 		$8.94K Hold
615
– – ﹤0.01% 544
2022
Q3 		$9K Buy
+615
New +$9.91K ﹤0.01% 474
2021
Q2 		– Sell
-3
Closed -$55 – 876
2021
Q1 		$55 Hold
3
– – ﹤0.01% 946
2020
Q4 		$0 Hold
3
– – ﹤0.01% 864
2020
Q3 		$0 Hold
3
– – ﹤0.01% 829
2020
Q2 		$0 Hold
3
– – ﹤0.01% 769
2020
Q1 		$0 Buy
+3
New +$45 ﹤0.01% 743

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Sound Income Strategies's ADX Position: Q2 2026 in Review

Sound Income Strategies sold out of Adams Diversified Equity Fund (ADX) in Q2 2026, closing a stake of 695 shares — an estimated $15.6K sold.

Sound Income Strategies first reported a position in ADX in Q1 2020 and held it in 20 quarters. The position peaked at $56.8K in Q2 2025. 163 funds tracked by Wall St. Rank hold ADX as of Q2 2026.

  • Sound Income Strategies reported no remaining Adams Diversified Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 695 Adams Diversified Equity Fund shares in Q2 2026, an estimated $15.6K.
  • Sound Income Strategies first reported a position in Adams Diversified Equity Fund in Q1 2020 and held it in 20 quarters.
  • Sound Income Strategies's Adams Diversified Equity Fund position peaked at $56.8K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.