AWM
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AE Wealth Management’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

AE Wealth Management’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
2025
Q2 		– Sell
-10,750
Closed -$79.6K – 2164
2025
Q1 		$79.6K Sell
10,750
-31,158
-74% -$241K ﹤0.01% 1499
2024
Q4 		$326K Buy
+41,908
New +$335K ﹤0.01% 1065

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

AE Wealth Management's AMAX Position: Q2 2025 in Review

AE Wealth Management sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2025, closing a stake of 10,750 shares — an estimated $79.6K sold.

AE Wealth Management first reported a position in AMAX in Q4 2024 and held it in 2 quarters. The position peaked at $326K in Q4 2024. 17 funds tracked by Wall St. Rank hold AMAX as of Q2 2025.

  • AE Wealth Management reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
  • AE Wealth Management sold 10,750 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2025, an estimated $79.6K.
  • AE Wealth Management first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2024 and held it in 2 quarters.
  • AE Wealth Management's Adaptive Hedged Multi-Asset Income ETF position peaked at $326K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.