Cetera Advisor Networks’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$297K	Sell	36,819 -53,492	-59%	-$418K	﹤0.01%	2298
2023 Q4	$688K	Sell	90,311 -3,381	-4%	-$24.7K	﹤0.01%	1635
2023 Q3	$673K	Buy	93,692 +27,096	+41%	+$205K	﹤0.01%	1555
2023 Q2	$516K	Sell	66,596 -21,725	-25%	-$169K	﹤0.01%	1689
2023 Q1	$685K	Buy	88,321 +18,467	+26%	+$145K	0.01%	1473
2022 Q4	$535K	Buy	+69,854	New	+$540K	﹤0.01%	1591

Other funds holding AMAX

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Advisor Networks's AMAX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 59% in Q1 2024, selling an estimated $418K and leaving 36,819 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Cetera Advisor Networks first reported a position in AMAX in Q4 2022 and has held it in 6 quarters since. The position peaked at $688K in Q4 2023. 17 funds tracked by Wall St. Rank hold AMAX as of Q1 2024.

Cetera Advisor Networks held 36,819 shares of Adaptive Hedged Multi-Asset Income ETF worth $297K as of Q1 2024.
Cetera Advisor Networks sold 53,492 Adaptive Hedged Multi-Asset Income ETF shares in Q1 2024, an estimated $418K.
Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2298 holding.
Cetera Advisor Networks first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2022 and has held it in 6 quarters since.
Cetera Advisor Networks's Adaptive Hedged Multi-Asset Income ETF position peaked at $688K in Q4 2023.
17 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.