Adapt Wealth Advisors, LLC New Holdings in Q3 2025

Adapt Wealth Advisors, LLC

  • $271 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
110K
New
$110.74 - $122.12 $12.1M - $13.4M
110K $13.3B
AIQ
Global X Funds Global X Artifi

ETFs
194K
New
$43.2 - $49.66 $8.37M - $9.62M
194K $9.57B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
16.4K
New
$275.84 - $326.36 $4.52M - $5.34M
16.4K $5.34B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
51.4K
New
N/A
51.4K $5.02B
CDX
Simplify Exch.Trad Fds Simplif

ETFs
124K
New
$22.78 - $23.33 $2.82M - $2.89M
124K $2.84B
FSK
Fs Kkr Capital Corp

Financial Services
180K
New
$14.93 - $22.48 $2.68M - $4.04M
180K $2.68B
CHW
Calamos Global Dynamic Income Fund

Financial Services
349K
New
$7.06 - $7.63 $2.46M - $2.66M
349K $2.63B
IOO
Ishares Tr Global 100 ETF

ETFs
19.3K
New
$107.55 - $120.01 $2.08M - $2.32M
19.3K $2.32B
XLK
Technology Sector Spdr

ETFs
7.63K
New
$250.97 - $282.66 $1.92M - $2.16M
7.63K $2.15B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
16.2K
New
$98.53 - $107.1 $1.59M - $1.73M
16.2K $1.7B
BGH
Barings Global Short Duration High Yield Fund

Financial Services
88.8K
New
$15.39 - $16.8 $1.37M - $1.49M
88.8K $1.37B
GOOGL
Alphabet Inc.

Communication Services
5.49K
New
$174.36 - $254.72 $957K - $1.4M
5.49K $1.33B
BGX
Blackstone Long Short Credit Income Fund

Financial Services
106K
New
$11.98 - $12.6 $1.27M - $1.33M
106K $1.27B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
7.95K
New
$128.6 - $136.01 $1.02M - $1.08M
7.95K $1.07B
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
48.4K
New
$20.24 - $21.27 $980K - $1.03M
48.4K $1.02B
STLG
Ishares Factors Us Growth Styl

ETFs
15.6K
New
N/A
15.6K $1.02B
Celestica Inc
3.94K
New
N/A
3.94K $970M
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
88.1K
New
$9.74 - $10.0 $858K - $881K
88.1K $878M
PFFA
Etfis Ser Tr I

ETFs
38.5K
New
$20.94 - $22.43 $806K - $863K
38.5K $836M
EAD
Allspring Income Opportunities Fund

Financial Services
108K
New
$6.91 - $7.16 $748K - $775K
108K $759M
SEVN
Seven Hills Realty Trust

Real Estate
71K
New
$10.08 - $12.85 $716K - $912K
71K $732M
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
36.2K
New
$16.64 - $17.8 $603K - $645K
36.2K $627M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
40.1K
New
N/A
40.1K $571M
LRN
Stride, Inc.

Consumer Defensive
2.77K
New
$128.23 - $169.81 $355K - $470K
2.77K $412M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.42K
New
$155.79 - $172.55 $377K - $418K
2.42K $407M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
29.9K
New
$11.05 - $13.31 $330K - $397K
29.9K $398M
JPM
Jpmorgan Chase & CO

Financial Services
1.25K
New
$282.78 - $316.06 $352K - $393K
1.25K $393M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
23.5K
New
$15.15 - $15.79 $356K - $371K
23.5K $359M
J P Morgan Exchange Traded F
5.5K
New
N/A
5.5K $357M
PULS
Pgim ETF Tr

ETFs
6.94K
New
$49.58 - $49.83 $344K - $346K
6.94K $346M
GOOG
Alphabet Inc.

Communication Services
1.33K
New
$175.16 - $255.24 $233K - $339K
1.33K $324M
NVO
Novo Nordisk A S

Healthcare
5.49K
New
$45.38 - $71.7 $249K - $393K
5.49K $304M
AVGO
Broadcom Inc.

Technology
872
New
$264.74 - $369.57 $231K - $322K
872 $288M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
14.9K
New
$18.86 - $19.16 $281K - $285K
14.9K $285M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
9.9K
New
N/A
9.9K $247M
PSIX
Power Solutions International, Inc.

Industrials
2.51K
New
$63.95 - $115.78 $160K - $290K
2.51K $246M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.07K
New
$107.27 - $113.94 $222K - $236K
2.07K $236M
APP
App Lovin Corp

Technology
325
New
$335.1 - $718.54 $109K - $234K
325 $234M
ENB
Enbridge Inc

Energy
4.37K
New
$43.79 - $50.46 $191K - $220K
4.37K $220M
First Tr Exchng Traded Fd Vi
7K
New
N/A
7K $215M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.8K
New
$10.78 - $19.82 $116K - $214K
10.8K $210M
LNT
Alliant Energy Corp

Utilities
3.04K
New
$60.76 - $67.41 $184K - $205K
3.04K $205M
WPC
W. P. Carey Inc.

Real Estate
2.99K
New
$61.29 - $68.7 $184K - $206K
2.99K $202M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
15K
New
$10.81 - $11.15 $162K - $167K
15K $166M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
28.9K
New
$5.21 - $5.57 $151K - $161K
28.9K $152M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
14.9K
New
$8.41 - $8.94 $125K - $133K
14.9K $129M
IMMR
Immersion Corp

Technology
16.3K
New
$6.78 - $8.09 $111K - $132K
16.3K $120M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
15.3K
New
$4.97 - $5.68 $76K - $86.9K
15.3K $82.3M
DHY
Credit Suisse High Yield Bond Fund

Financial Services
15K
New
$2.08 - $2.15 $31.2K - $32.3K
15K $30.9M
Activity Summary
Buys All Purchases 82 New Holdings 50 Increased Positions 32 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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