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 Q3	$178K	Sell	24,183 -172,235	-88%	-$1.3M	0.11%	62
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

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

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

FIG Financial Advisory Services's AMAX Position: Q3 2026 in Review

FIG Financial Advisory Services reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 88% in Q3 2026, selling an estimated $1.3M and leaving 24,183 shares worth $178K. The position accounts for 0.11% of the portfolio, ranked #62.

FIG Financial Advisory Services first reported a position in AMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q2 2026. 16 funds tracked by Wall St. Rank hold AMAX as of Q3 2026.

FIG Financial Advisory Services held 24,183 shares of Adaptive Hedged Multi-Asset Income ETF worth $178K as of Q3 2026.
FIG Financial Advisory Services sold 172,235 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2026, an estimated $1.3M.
Adaptive Hedged Multi-Asset Income ETF made up 0.11% of FIG Financial Advisory Services's portfolio in Q3 2026, its #62 holding.
FIG Financial Advisory Services first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2025 and has held it in 3 quarters since.
FIG Financial Advisory Services's Adaptive Hedged Multi-Asset Income ETF position peaked at $1.45M in Q2 2026.
16 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.