Wealth Enhancement Advisory Services
ADAM

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
Q2 		$120K Buy
+13,013
New +$112K ﹤0.01% 3759

Other funds holding ADAM

PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADAM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Adamas Trust (ADAM) in Q2 2026: 13,013 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #3759 among its holdings.

18 funds tracked by Wall St. Rank hold ADAM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,013 shares of Adamas Trust worth $120K as of Q2 2026.
  • Adamas Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Adamas Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3759 holding.
  • 18 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.