Kestra Private Wealth Services’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52M | Buy |
955,808
+15,002
| +2% | +$118K | 0.11% | 215 |
|
|
2025
Q1 | $6.97M | Buy |
940,806
+28,055
| +3% | +$208K | 0.12% | 202 |
|
|
2024
Q4 | $7.1M | Buy |
912,751
+97,861
| +12% | +$761K | 0.12% | 187 |
|
|
2024
Q3 | $6.59M | Buy |
814,890
+76,171
| +10% | +$616K | 0.12% | 186 |
|
|
2024
Q2 | $5.81M | Buy |
738,719
+152,346
| +26% | +$1.2M | 0.12% | 196 |
|
|
2024
Q1 | $4.73M | Buy |
586,373
+163,329
| +39% | +$1.32M | 0.11% | 209 |
|
|
2023
Q4 | $3.22M | Buy |
+423,044
| New | +$3.22M | 0.08% | 252 |
|