Gallagher Benefit Services’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Gallagher Benefit 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
2022 Q4	$13.6M	Buy	+1,778,282	New	+$13.7M	2.86%	13

Other funds holding AMAX

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

WIM

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

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

CAN

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

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Gallagher Benefit Services's AMAX Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q4 2022: 1,778,282 shares worth $13.6M. The stake represents 2.86% of the portfolio and ranks #13 among its holdings.

18 funds tracked by Wall St. Rank hold AMAX as of Q4 2022.

Gallagher Benefit Services held 1,778,282 shares of Adaptive Hedged Multi-Asset Income ETF worth $13.6M as of Q4 2022.
Adaptive Hedged Multi-Asset Income ETF was a new Gallagher Benefit Services position in Q4 2022.
Adaptive Hedged Multi-Asset Income ETF made up 2.86% of Gallagher Benefit Services's portfolio in Q4 2022, its #13 holding.
18 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.