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Jeff Yass’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Jeff Yass’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
2025
Q2 		– Sell
-16,532
Closed -$122K – 12580
2025
Q1 		$122K Buy
+16,532
New +$128K ﹤0.01% 11392
2023
Q2 		– Sell
-12,439
Closed -$96.5K – 11986
2023
Q1 		$96.5K Sell
12,439
-91,761
-88% -$720K ﹤0.01% 11321
2022
Q4 		$798K Buy
104,200
+52,067
+100% +$402K ﹤0.01% 6681
2022
Q3 		$392K Buy
+52,133
New +$424K ﹤0.01% 9101

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Jeff Yass's AMAX Position: Q2 2025 in Review

Jeff Yass sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2025, closing a stake of 16,532 shares — an estimated $122K sold.

Jeff Yass first reported a position in AMAX in Q3 2022 and held it in 4 quarters. The position peaked at $798K in Q4 2022. 17 funds tracked by Wall St. Rank hold AMAX as of Q2 2025.

  • Jeff Yass reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q2 2025 after selling out during the quarter.
  • Jeff Yass sold 16,532 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2025, an estimated $122K.
  • Jeff Yass first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2022 and held it in 4 quarters.
  • Jeff Yass's Adaptive Hedged Multi-Asset Income ETF position peaked at $798K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2025.

Based on Susquehanna International Group's 13F filing for Q2 2025, filed 14 Aug 2025.