WAP
PEO

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
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% -$9.62K 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% +$9.95K 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% -$5.49K 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

WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Wealthcare Advisory Partners's PEO Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Adams Natural Resources Fund (PEO) stake by 6.4% in Q2 2026, buying an estimated $65.9K and bringing the position to 42,179 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #507.

Wealthcare Advisory Partners first reported a position in PEO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q2 2024. 11 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Wealthcare Advisory Partners held 42,179 shares of Adams Natural Resources Fund worth $1.04M as of Q2 2026.
  • Wealthcare Advisory Partners bought 2,535 Adams Natural Resources Fund shares in Q2 2026, an estimated $65.9K.
  • Adams Natural Resources Fund made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #507 holding.
  • Wealthcare Advisory Partners first reported a position in Adams Natural Resources Fund in Q2 2022 and has held it in 17 quarters since.
  • Wealthcare Advisory Partners's Adams Natural Resources Fund position peaked at $1.32M in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.