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Atria Investments’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Atria Investments’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 		$83.1K Buy
11,232
+165
+1% +$1.29K ﹤0.01% 2097
2026
Q1 		$85K Hold
11,067
– – ﹤0.01% 2013
2025
Q4 		$87.4K Sell
11,067
-2,581
-19% -$21K ﹤0.01% 2008
2025
Q3 		$112K Buy
13,648
+923
+7% +$7.39K ﹤0.01% 1987
2025
Q2 		$100K Hold
12,725
– – ﹤0.01% 1966
2025
Q1 		$94.2K Buy
12,725
+140
+1% +$1.08K ﹤0.01% 1877
2024
Q4 		$97.8K Buy
12,585
+563
+5% +$4.5K ﹤0.01% 1834
2024
Q3 		$97.3K Sell
12,022
-4
-0% -$32 ﹤0.01% 1875
2024
Q2 		$94.5K Sell
12,026
-177,721
-94% -$1.41M ﹤0.01% 1871
2024
Q1 		$1.53M Sell
189,747
-3,117
-2% -$24.3K 0.02% 765
2023
Q4 		$1.47M Buy
+192,864
New +$1.41M 0.02% 724
2023
Q3 		– Sell
-1,044,866
Closed -$8.09M – 844
2023
Q2 		$8.09M Sell
1,044,866
-13,383
-1% -$104K 0.15% 162
2023
Q1 		$8.21M Sell
1,058,249
-41,717
-4% -$327K 0.16% 158
2022
Q4 		$8.42M Sell
1,099,966
-128,628
-10% -$994K 0.17% 145
2022
Q3 		$9.23M Sell
1,228,594
-18,524
-1% -$151K 0.2% 116
2022
Q2 		$10.3M Sell
1,247,118
-202,294
-14% -$1.76M 0.22% 104
2022
Q1 		$13.4M Buy
1,449,412
+413,288
+40% +$3.85M 0.23% 89
2021
Q4 		$10M Buy
+1,036,124
New +$9.98M 0.18% 135

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Atria Investments's AMAX Position: Q2 2026 in Review

Atria Investments increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 1.5% in Q2 2026, buying an estimated $1.29K and bringing the position to 11,232 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Atria Investments first reported a position in AMAX in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.4M in Q1 2022. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • Atria Investments held 11,232 shares of Adaptive Hedged Multi-Asset Income ETF worth $83.1K as of Q2 2026.
  • Atria Investments bought 165 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $1.29K.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2097 holding.
  • Atria Investments first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Atria Investments's Adaptive Hedged Multi-Asset Income ETF position peaked at $13.4M in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.