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FIG Financial Advisory Services’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

FIG Financial Advisory Services’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 		$1.45M Buy
+196,418
New +$1.54M 0.85% 33
2026
Q1 		– Sell
-66,790
Closed -$528K – 64
2025
Q4 		$528K Buy
+66,790
New +$543K 0.33% 54

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
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

FIG Financial Advisory Services's AMAX Position: Q2 2026 in Review

FIG Financial Advisory Services opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026: 196,418 shares worth $1.45M. The stake represents 0.85% of the portfolio and ranks #33 among its holdings. This is a return to the name: FIG Financial Advisory Services previously reported a position in AMAX as recently as Q4 2025.

FIG Financial Advisory Services first reported a position in AMAX in Q4 2025 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • FIG Financial Advisory Services held 196,418 shares of Adaptive Hedged Multi-Asset Income ETF worth $1.45M as of Q2 2026.
  • Adaptive Hedged Multi-Asset Income ETF was a new FIG Financial Advisory Services position in Q2 2026.
  • Adaptive Hedged Multi-Asset Income ETF made up 0.85% of FIG Financial Advisory Services's portfolio in Q2 2026, its #33 holding.
  • FIG Financial Advisory Services first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.