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Empirical Asset Management’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Empirical Asset Management’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 		$91.2K Buy
12,323
+115
+0.9% +$903 0.02% 442
2026
Q1 		$93.8K Buy
12,208
+214
+2% +$1.72K 0.02% 392
2025
Q4 		$94.8K Sell
11,994
-6,510
-35% -$52.9K 0.03% 342
2025
Q3 		$152K Sell
18,504
-383
-2% -$3.07K 0.04% 349
2025
Q2 		$149K Buy
18,887
+543
+3% +$4.17K 0.05% 310
2025
Q1 		$136K Buy
18,344
+3,659
+25% +$28.3K 0.05% 297
2024
Q4 		$114K Buy
14,685
+235
+2% +$1.88K 0.04% 333
2024
Q3 		$117K Buy
14,450
+136
+1% +$1.09K 0.04% 280
2024
Q2 		$113K Buy
14,314
+225
+2% +$1.79K 0.04% 319
2024
Q1 		$114K Sell
14,089
-228
-2% -$1.78K 0.05% 264
2023
Q4 		$109K Sell
14,317
-551
-4% -$4.02K 0.09% 175
2023
Q3 		$107K Buy
+14,868
New +$113K 0.09% 163
2023
Q2 		– Sell
-10,322
Closed -$80.1K – 159
2023
Q1 		$80.1K Buy
10,322
+140
+1% +$1.1K 0.08% 143
2022
Q4 		$77.9K Buy
10,182
+160
+2% +$1.24K 0.08% 150
2022
Q3 		$75K Buy
+10,022
New +$81.4K 0.08% 142

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

Empirical Asset Management's AMAX Position: Q2 2026 in Review

Empirical Asset Management increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 0.94% in Q2 2026, buying an estimated $903 and bringing the position to 12,323 shares worth $91.2K. The position accounts for 0.02% of the portfolio, ranked #442.

Empirical Asset Management first reported a position in AMAX in Q3 2022 and has held it in 15 quarters since. The position peaked at $152K in Q3 2025. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • Empirical Asset Management held 12,323 shares of Adaptive Hedged Multi-Asset Income ETF worth $91.2K as of Q2 2026.
  • Empirical Asset Management bought 115 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $903.
  • Adaptive Hedged Multi-Asset Income ETF made up 0.02% of Empirical Asset Management's portfolio in Q2 2026, its #442 holding.
  • Empirical Asset Management first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Empirical Asset Management's Adaptive Hedged Multi-Asset Income ETF position peaked at $152K in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.