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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio AMAX Stock Details AMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
+196,418
New +$1.54M 0.85% 33
2026
Q1 		– Sell
-66,790
Closed -$528K – 64
2025
Q4 		$528K Buy
+66,790
New +$543K 0.33% 54

Other funds holding AMAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's AMAX Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026: 196,418 shares worth $1.45M. The stake represents 0.85% of the portfolio and ranks #33 among its holdings. This is a return to the name: FIG FINANCIAL ADVISORY SERVICES INC /ADV previously reported a position in AMAX as recently as Q4 2025.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in AMAX in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 196,418 shares of Adaptive Hedged Multi-Asset Income ETF worth $1.45M as of Q2 2026.
  • Adaptive Hedged Multi-Asset Income ETF was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • Adaptive Hedged Multi-Asset Income ETF made up 0.85% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #33 holding.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.