Wealthcare Advisory Partners
PEO icon

Wealthcare Advisory Partners’s Adams Natural Resources Fund PEO Stock Holding History

Wealthcare Advisory Partners’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.23M Buy
44,693
+2,514
+6% +$69.1K 0.02% 503
2026
Q2 		$1.04M Buy
42,179
+2,535
+6% +$65.9K 0.02% 507
2026
Q1 		$1.1M Buy
39,644
+3,462
+10% +$87.6K 0.02% 494
2025
Q4 		$787K Sell
36,182
-447
-1% -$9.6K 0.02% 574
2025
Q3 		$788K Buy
36,629
+13
+0% +$280 0.02% 566
2025
Q2 		$782K Buy
36,616
+106
+0.3% +$2.18K 0.02% 533
2025
Q1 		$833K Buy
36,510
+444
+1% +$10K 0.02% 479
2024
Q4 		$784K Sell
36,066
-21,672
-38% -$494K 0.02% 476
2024
Q3 		$1.29M Sell
57,738
-531
-0.9% -$11.8K 0.04% 359
2024
Q2 		$1.32M Buy
58,269
+2,822
+5% +$63.4K 0.04% 317
2024
Q1 		$1.23M Sell
55,447
-382
-0.7% -$7.8K 0.04% 324
2023
Q4 		$1.11M Buy
55,829
+6,727
+14% +$138K 0.04% 293
2023
Q3 		$1.09M Buy
49,102
+13
+0% +$282 0.05% 262
2023
Q2 		$983K Sell
49,089
-4,624
-9% -$90.6K 0.04% 292
2023
Q1 		$1.06M Sell
53,713
-266
-0.5% -$5.48K 0.05% 278
2022
Q4 		$1.13M Sell
53,979
-1,007
-2% -$21.6K 0.05% 258
2022
Q3 		$1.03M Buy
54,986
+886
+2% +$17.5K 0.06% 231
2022
Q2 		$1.01M Buy
+54,100
New +$1.13M 0.06% 204

Other funds holding PEO

Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Whitener Capital Management
Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Cullen Investment Group
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
Alta Capital Management
Alta Capital Management Salt Lake City, Utah $1.19B AUM 13.86% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealthcare Advisory Partners's PEO Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Adams Natural Resources Fund (PEO) stake by 6% in Q3 2026, buying an estimated $69.1K and bringing the position to 44,693 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #503.

Wealthcare Advisory Partners first reported a position in PEO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.32M in Q2 2024. 28 funds tracked by Wall St. Rank hold PEO as of Q3 2026.

  • Wealthcare Advisory Partners held 44,693 shares of Adams Natural Resources Fund worth $1.23M as of Q3 2026.
  • Wealthcare Advisory Partners bought 2,514 Adams Natural Resources Fund shares in Q3 2026, an estimated $69.1K.
  • Adams Natural Resources Fund made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #503 holding.
  • Wealthcare Advisory Partners first reported a position in Adams Natural Resources Fund in Q2 2022 and has held it in 18 quarters since.
  • Wealthcare Advisory Partners's Adams Natural Resources Fund position peaked at $1.32M in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.