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 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

KPWS

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

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

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

EMAM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management's AMAX Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q1 2026: 10,395 shares worth $79.8K. The stake represents ﹤0.01% of the portfolio and ranks #4643 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in AMAX as recently as Q2 2024.

Envestnet Asset Management first reported a position in AMAX in Q4 2021 and has held it in 12 quarters since. The position peaked at $954K in Q4 2021. 22 funds tracked by Wall St. Rank hold AMAX as of Q1 2026.

Envestnet Asset Management held 10,395 shares of Adaptive Hedged Multi-Asset Income ETF worth $79.8K as of Q1 2026.
Adaptive Hedged Multi-Asset Income ETF was a new Envestnet Asset Management position in Q1 2026.
Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4643 holding.
Envestnet Asset Management first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2021 and has held it in 12 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 Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.