Ethos Financial Group’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Ethos Financial Group’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 Q3	$102K	Buy	+13,886	New	+$105K	0.01%	437

Other funds holding AMAX

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Ethos Financial Group's AMAX Position: Q3 2026 in Review

Ethos Financial Group opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q3 2026: 13,886 shares worth $102K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings.

15 funds tracked by Wall St. Rank hold AMAX as of Q3 2026.

Ethos Financial Group held 13,886 shares of Adaptive Hedged Multi-Asset Income ETF worth $102K as of Q3 2026.
Adaptive Hedged Multi-Asset Income ETF was a new Ethos Financial Group position in Q3 2026.
Adaptive Hedged Multi-Asset Income ETF made up 0.01% of Ethos Financial Group's portfolio in Q3 2026, its #437 holding.
15 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2026.

Based on Ethos Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.