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Columbia Advisory Partners’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Columbia Advisory 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
2024
Q1 		– Sell
-24,539
Closed -$187K – 53
2023
Q4 		$187K Sell
24,539
-16,478
-40% -$120K 0.19% 59
2023
Q3 		$294K Sell
41,017
-6,840
-14% -$51.8K 0.32% 47
2023
Q2 		$371K Sell
47,857
-189,232
-80% -$1.48M 0.4% 39
2023
Q1 		$1.84M Buy
+237,089
New +$1.86M 1.74% 12

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
RW
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbia Advisory Partners's AMAX Position: Q1 2024 in Review

Columbia Advisory Partners sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q1 2024, closing a stake of 24,539 shares — an estimated $187K sold.

Columbia Advisory Partners first reported a position in AMAX in Q1 2023 and held it in 4 quarters. The position peaked at $1.84M in Q1 2023. 17 funds tracked by Wall St. Rank hold AMAX as of Q1 2024.

  • Columbia Advisory Partners reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q1 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 24,539 Adaptive Hedged Multi-Asset Income ETF shares in Q1 2024, an estimated $187K.
  • Columbia Advisory Partners first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q1 2023 and held it in 4 quarters.
  • Columbia Advisory Partners's Adaptive Hedged Multi-Asset Income ETF position peaked at $1.84M in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.