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