LPL Financial’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 | $1.79M | Sell |
227,299
-7,915
| -3% | -$62.3K | ﹤0.01% | 3205 |
|
2025
Q1 | $1.74M | Buy |
235,214
+6,417
| +3% | +$47.5K | ﹤0.01% | 3056 |
|
2024
Q4 | $1.78M | Buy |
228,797
+15,891
| +7% | +$124K | ﹤0.01% | 2951 |
|
2024
Q3 | $1.72M | Buy |
212,906
+9,256
| +5% | +$74.9K | ﹤0.01% | 2847 |
|
2024
Q2 | $1.6M | Sell |
203,650
-8,333
| -4% | -$65.5K | ﹤0.01% | 2785 |
|
2024
Q1 | $1.71M | Sell |
211,983
-20,107
| -9% | -$162K | ﹤0.01% | 2651 |
|
2023
Q4 | $1.77M | Sell |
232,090
-12,824
| -5% | -$97.7K | ﹤0.01% | 2503 |
|
2023
Q3 | $1.76M | Sell |
244,914
-153,143
| -38% | -$1.1M | ﹤0.01% | 2400 |
|
2023
Q2 | $3.08M | Sell |
398,057
-14,810
| -4% | -$115K | ﹤0.01% | 1891 |
|
2023
Q1 | $3.2M | Buy |
412,867
+101,736
| +33% | +$789K | ﹤0.01% | 1801 |
|
2022
Q4 | $2.38M | Buy |
311,131
+186,971
| +151% | +$1.43M | ﹤0.01% | 1938 |
|
2022
Q3 | $933K | Sell |
124,160
-8,296
| -6% | -$62.3K | ﹤0.01% | 2594 |
|
2022
Q2 | $1.1M | Buy |
+132,456
| New | +$1.1M | ﹤0.01% | 2503 |
|