LPL Financial
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LPL Financial’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

LPL Financial’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 		$11.1M Buy
1,504,729
+462,388
+44% +$3.63M ﹤0.01% 2037
2026
Q1 		$8.01M Buy
1,042,341
+316,286
+44% +$2.54M ﹤0.01% 2186
2025
Q4 		$5.74M Buy
726,055
+495,120
+214% +$4.02M ﹤0.01% 2412
2025
Q3 		$1.89M Buy
230,935
+3,636
+2% +$29.1K ﹤0.01% 3369
2025
Q2 		$1.79M Sell
227,299
-7,915
-3% -$60.7K ﹤0.01% 3227
2025
Q1 		$1.74M Buy
235,214
+6,417
+3% +$49.6K ﹤0.01% 3078
2024
Q4 		$1.78M Buy
228,797
+15,891
+7% +$127K ﹤0.01% 2967
2024
Q3 		$1.72M Buy
212,906
+9,256
+5% +$73.9K ﹤0.01% 2875
2024
Q2 		$1.6M Sell
203,650
-8,333
-4% -$66.3K ﹤0.01% 2812
2024
Q1 		$1.71M Sell
211,983
-20,107
-9% -$157K ﹤0.01% 2669
2023
Q4 		$1.77M Sell
232,090
-12,824
-5% -$93.6K ﹤0.01% 2520
2023
Q3 		$1.76M Sell
244,914
-153,143
-38% -$1.16M ﹤0.01% 2410
2023
Q2 		$3.08M Sell
398,057
-14,810
-4% -$115K ﹤0.01% 1895
2023
Q1 		$3.2M Buy
412,867
+101,736
+33% +$798K ﹤0.01% 1804
2022
Q4 		$2.38M Buy
311,131
+186,971
+151% +$1.44M ﹤0.01% 1940
2022
Q3 		$933K Sell
124,160
-8,296
-6% -$67.4K ﹤0.01% 2600
2022
Q2 		$1.1M Buy
+132,456
New +$1.15M ﹤0.01% 2508

Other funds holding AMAX

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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial's AMAX Position: Q2 2026 in Review

LPL Financial increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 44% in Q2 2026, buying an estimated $3.63M and bringing the position to 1,504,729 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

LPL Financial first reported a position in AMAX in Q2 2022 and has held it in 17 quarters since. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • LPL Financial held 1,504,729 shares of Adaptive Hedged Multi-Asset Income ETF worth $11.1M as of Q2 2026.
  • LPL Financial bought 462,388 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $3.63M.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2037 holding.
  • LPL Financial first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.