Buck Wealth Strategies, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1973259
DENVER, CO
Position in ADX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$77,569
New position
Shares Held
3,036
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#177
of 216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $466,921 across 33 Asset Management names. ADX ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
1,017 | $93,340 | |
| 2 | MCI |
Barings Corporate Investors
|
5,115 | $89,819 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
3,036 | $77,569 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
2,099 | $39,125 | |
| 5 | FSK |
FS KKR Capital Corp
|
2,076 | $21,798 | |
| 6 | BLK |
BlackRock, Inc.
|
20 | $19,231 | |
| 7 | PFG |
Principal Financial Group Inc
|
158 | $17,029 | |
| 8 | HQL |
abrdn Life Sciences Investors
|
697 | $13,946 |
All Filings in ADX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,569 | 3,036 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||