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Ausdal Financial Partners’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Ausdal Financial Partners’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
Q1 		$85K Hold
11,067
– – ﹤0.01% 970
2025
Q4 		$87.4K Sell
11,067
-2,581
-19% -$21K ﹤0.01% 927
2025
Q3 		$112K Buy
+13,648
New +$109K 0.01% 911

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 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 $68.3B AUM 20.5% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ausdal Financial Partners's AMAX Position: Q1 2026 in Review

Ausdal Financial Partners held its Adaptive Hedged Multi-Asset Income ETF (AMAX) position steady in Q1 2026 at 11,067 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Ausdal Financial Partners first reported a position in AMAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $112K in Q3 2025. 22 funds tracked by Wall St. Rank hold AMAX as of Q1 2026.

  • Ausdal Financial Partners held 11,067 shares of Adaptive Hedged Multi-Asset Income ETF worth $85K as of Q1 2026.
  • Ausdal Financial Partners left its Adaptive Hedged Multi-Asset Income ETF share count unchanged in Q1 2026.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #970 holding.
  • Ausdal Financial Partners first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Ausdal Financial Partners's Adaptive Hedged Multi-Asset Income ETF position peaked at $112K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.