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

Envestnet 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 		$119K Buy
16,087
+5,692
+55% +$44.7K ﹤0.01% 4727
2026
Q1 		$79.8K Buy
+10,395
New +$83.5K ﹤0.01% 4643
2024
Q3 		– Sell
-27,866
Closed -$219K – 4218
2024
Q2 		$219K Sell
27,866
-36,478
-57% -$290K ﹤0.01% 3877
2024
Q1 		$519K Sell
64,344
-57,183
-47% -$447K ﹤0.01% 3408
2023
Q4 		$926K Buy
121,527
+13,588
+13% +$99.2K ﹤0.01% 2985
2023
Q3 		$775K Buy
107,939
+20,328
+23% +$154K ﹤0.01% 2996
2023
Q2 		$679K Sell
87,611
-22,331
-20% -$174K ﹤0.01% 3040
2023
Q1 		$853K Buy
109,942
+18,432
+20% +$145K ﹤0.01% 2783
2022
Q4 		$701K Buy
91,510
+3,244
+4% +$25.1K ﹤0.01% 2890
2022
Q3 		$663K Sell
88,266
-11
-0% -$89 ﹤0.01% 2847
2022
Q2 		$732K Buy
88,277
+2,802
+3% +$24.4K ﹤0.01% 2827
2022
Q1 		$788K Sell
85,475
-12,935
-13% -$121K ﹤0.01% 2831
2021
Q4 		$954K Buy
+98,410
New +$948K ﹤0.01% 2662

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

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

Envestnet Asset Management increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 55% in Q2 2026, buying an estimated $44.7K and bringing the position to 16,087 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #4727.

Envestnet Asset Management first reported a position in AMAX in Q4 2021 and has held it in 13 quarters since. The position peaked at $954K in Q4 2021. 22 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • Envestnet Asset Management held 16,087 shares of Adaptive Hedged Multi-Asset Income ETF worth $119K as of Q2 2026.
  • Envestnet Asset Management bought 5,692 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $44.7K.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4727 holding.
  • Envestnet Asset Management first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2021 and has held it in 13 quarters since.
  • Envestnet Asset Management's Adaptive Hedged Multi-Asset Income ETF position peaked at $954K in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.