Cetera Investment Advisers’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Cetera Investment Advisers’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	–	Sell	-32,111	Closed	-$247K	–	5016
2026 Q1	$247K	Sell	32,111 -15,090	-32%	-$121K	﹤0.01%	4146
2025 Q4	$373K	Sell	47,201 -7,534	-14%	-$61.2K	﹤0.01%	3701
2025 Q3	$449K	Sell	54,735 -2,750	-5%	-$22K	﹤0.01%	3464
2025 Q2	$452K	Sell	57,485 -12,863	-18%	-$98.7K	﹤0.01%	3046
2025 Q1	$521K	Sell	70,348 -19,791	-22%	-$153K	﹤0.01%	2807
2024 Q4	$701K	Sell	90,139 -2,078	-2%	-$16.6K	﹤0.01%	2419
2024 Q3	$746K	Sell	92,217 -30,248	-25%	-$242K	﹤0.01%	2325
2024 Q2	$963K	Sell	122,465 -34,522	-22%	-$275K	﹤0.01%	2102
2024 Q1	$1.27M	Buy	+156,987	New	+$1.23M	﹤0.01%	1890

Other funds holding AMAX

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Cetera Investment Advisers's AMAX Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026, closing a stake of 32,111 shares — an estimated $247K sold.

Cetera Investment Advisers first reported a position in AMAX in Q1 2024 and held it in 9 quarters. The position peaked at $1.27M in Q1 2024. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

Cetera Investment Advisers reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
Cetera Investment Advisers sold 32,111 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $247K.
Cetera Investment Advisers first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q1 2024 and held it in 9 quarters.
Cetera Investment Advisers's Adaptive Hedged Multi-Asset Income ETF position peaked at $1.27M in Q1 2024.
21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.