AssetMark Inc
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AssetMark Inc’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

AssetMark Inc’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
Q3 		– Sell
-250
Closed -$1.97K – 3185
2025
Q2 		$1.97K Buy
+250
New +$1.92K ﹤0.01% 2435

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

AssetMark Inc's AMAX Position: Q3 2025 in Review

AssetMark Inc sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q3 2025, closing a stake of 250 shares — an estimated $1.97K sold.

AssetMark Inc first reported a position in AMAX in Q2 2025 and held it in 1 quarter. The position peaked at $1.97K in Q2 2025. 20 funds tracked by Wall St. Rank hold AMAX as of Q3 2025.

  • AssetMark Inc reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q3 2025 after selling out during the quarter.
  • AssetMark Inc sold 250 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2025, an estimated $1.97K.
  • AssetMark Inc first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q2 2025 and held it in 1 quarter.
  • AssetMark Inc's Adaptive Hedged Multi-Asset Income ETF position peaked at $1.97K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2025.

Based on AssetMark Inc's 13F filing for Q3 2025, filed 6 Nov 2025.