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LaSalle St. Investment Advisors’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

LaSalle St. 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 		$282K Sell
38,065
-1,581
-4% -$12.4K 0.03% 350
2026
Q1 		$304K Sell
39,646
-450
-1% -$3.62K 0.04% 294
2025
Q4 		$316K Buy
+40,096
New +$326K 0.05% 262

Other funds holding AMAX

LPL Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RW
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
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

LaSalle St. Investment Advisors's AMAX Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 4% in Q2 2026, selling an estimated $12.4K and leaving 38,065 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #350.

LaSalle St. Investment Advisors first reported a position in AMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • LaSalle St. Investment Advisors held 38,065 shares of Adaptive Hedged Multi-Asset Income ETF worth $282K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 1,581 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $12.4K.
  • Adaptive Hedged Multi-Asset Income ETF made up 0.03% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #350 holding.
  • LaSalle St. Investment Advisors first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2025 and has held it in 3 quarters since.
  • LaSalle St. Investment Advisors's Adaptive Hedged Multi-Asset Income ETF position peaked at $316K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.