Wealth Enhancement Advisory Services
ADX icon

Wealth Enhancement Advisory Services’s Adams Diversified Equity Fund ADX Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$7.3M Buy
282,824
+3,419
+1% +$88.5K 0.01% 869
2026
Q2 		$7.3M Buy
279,405
+7,947
+3% +$195K 0.01% 814
2026
Q1 		$6.09M Sell
271,458
-159,493
-37% -$3.66M 0.01% 804
2025
Q4 		$10.1M Buy
430,951
+5,457
+1% +$125K 0.01% 695
2025
Q3 		$9.55M Sell
425,494
-2,863
-0.7% -$62.5K 0.01% 678
2025
Q2 		$9.38M Buy
428,357
+14,834
+4% +$292K 0.02% 658
2025
Q1 		$7.85M Sell
413,523
-11,798
-3% -$237K 0.02% 667
2024
Q4 		$8.59M Buy
425,321
+35,419
+9% +$756K 0.02% 615
2024
Q3 		$8.41M Sell
389,902
-22,409
-5% -$477K 0.02% 568
2024
Q2 		$8.86M Buy
412,311
+4,773
+1% +$95.2K 0.02% 515
2024
Q1 		$7.96M Buy
407,538
+10,390
+3% +$193K 0.02% 539
2023
Q4 		$7.03M Buy
397,148
+53,125
+15% +$902K 0.02% 508
2023
Q3 		$5.72M Buy
344,023
+325,446
+1,752% +$5.6M 0.02% 548
2023
Q2 		$312K Hold
18,577
– – ﹤0.01% 431
2023
Q1 		$289K Buy
+18,577
New +$283K ﹤0.01% 443

Other funds holding ADX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Adams Diversified Equity Fund (ADX) stake by 1.2% in Q3 2026, buying an estimated $88.5K and bringing the position to 282,824 shares worth $7.3M. The position accounts for 0.01% of the portfolio, ranked #869.

Wealth Enhancement Advisory Services first reported a position in ADX in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2025. 19 funds tracked by Wall St. Rank hold ADX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 282,824 shares of Adams Diversified Equity Fund worth $7.3M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,419 Adams Diversified Equity Fund shares in Q3 2026, an estimated $88.5K.
  • Adams Diversified Equity Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #869 holding.
  • Wealth Enhancement Advisory Services first reported a position in Adams Diversified Equity Fund in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Adams Diversified Equity Fund position peaked at $10.1M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q3 2026.

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