EverSource Wealth Advisors’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

EverSource Wealth Advisors’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
2023 Q4	–	Sell	-5,169	Closed	-$37.1K	–	2640
2023 Q3	$37.1K	Hold	5,169	–	–	﹤0.01%	923
2023 Q2	$40K	Hold	5,169	–	–	﹤0.01%	924
2023 Q1	$40.1K	Hold	5,169	–	–	0.01%	866
2022 Q4	$39.6K	Buy	+5,169	New	+$39.9K	0.01%	846

Other funds holding AMAX

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EMAM

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

EverSource Wealth Advisors's AMAX Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q4 2023, closing a stake of 5,169 shares — an estimated $37.1K sold.

EverSource Wealth Advisors first reported a position in AMAX in Q4 2022 and held it in 4 quarters. The position peaked at $40.1K in Q1 2023. 18 funds tracked by Wall St. Rank hold AMAX as of Q4 2023.

EverSource Wealth Advisors reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 5,169 Adaptive Hedged Multi-Asset Income ETF shares in Q4 2023, an estimated $37.1K.
EverSource Wealth Advisors first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Adaptive Hedged Multi-Asset Income ETF position peaked at $40.1K in Q1 2023.
18 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.