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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
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

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 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 $68.3B AUM 20.5% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Foundations Investment Advisors's AMAX Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 43% in Q1 2026, selling an estimated $287K and leaving 46,838 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Foundations Investment Advisors first reported a position in AMAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $652K in Q4 2025. 22 funds tracked by Wall St. Rank hold AMAX as of Q1 2026.

  • Foundations Investment Advisors held 46,838 shares of Adaptive Hedged Multi-Asset Income ETF worth $360K as of Q1 2026.
  • Foundations Investment Advisors sold 35,711 Adaptive Hedged Multi-Asset Income ETF shares in Q1 2026, an estimated $287K.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #840 holding.
  • Foundations Investment Advisors first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 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 Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.