Wealth Enhancement Advisory Services
ADAM icon

Wealth Enhancement Advisory Services’s Adamas Trust ADAM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ADAM Stock Details ADAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$231K Buy
30,217
+17,204
+132% +$159K ﹤0.01% 3610
2026
Q2 		$120K Buy
+13,013
New +$112K ﹤0.01% 3759

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State of Alaska Department of Revenue
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PCM
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Novem Group
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Perigon Wealth Management
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADAM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Adamas Trust (ADAM) stake by 132% in Q3 2026, buying an estimated $159K and bringing the position to 30,217 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Wealth Enhancement Advisory Services first reported a position in ADAM in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold ADAM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 30,217 shares of Adamas Trust worth $231K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 17,204 Adamas Trust shares in Q3 2026, an estimated $159K.
  • Adamas Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3610 holding.
  • Wealth Enhancement Advisory Services first reported a position in Adamas Trust in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Adamas Trust as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.