Foundations Investment Advisors’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Foundations Investment 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
2026 Q2	–	Sell	-46,838	Closed	-$360K	–	1211
2026 Q1	$360K	Sell	46,838 -35,711	-43%	-$287K	﹤0.01%	840
2025 Q4	$652K	Buy	82,549 +28,808	+54%	+$234K	0.01%	621
2025 Q3	$440K	Buy	+53,741	New	+$430K	0.01%	695

Other funds holding AMAX

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

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

Foundations Investment Advisors's AMAX Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026, closing a stake of 46,838 shares — an estimated $360K sold.

Foundations Investment Advisors first reported a position in AMAX in Q3 2025 and held it in 3 quarters. The position peaked at $652K in Q4 2025. 22 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

Foundations Investment Advisors reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 46,838 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $360K.
Foundations Investment Advisors first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2025 and held it in 3 quarters.
Foundations Investment Advisors's Adaptive Hedged Multi-Asset Income ETF position peaked at $652K in Q4 2025.
22 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.