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M Holdings Securities’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-49,269
Closed -$387K – 91
2025
Q2 		$387K Buy
+49,269
New +$378K 0.07% 141

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

M Holdings Securities's AMAX Position: Q3 2025 in Review

M Holdings Securities sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q3 2025, closing a stake of 49,269 shares — an estimated $387K sold.

M Holdings Securities first reported a position in AMAX in Q2 2025 and held it in 1 quarter. The position peaked at $387K in Q2 2025. 20 funds tracked by Wall St. Rank hold AMAX as of Q3 2025.

  • M Holdings Securities reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 49,269 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2025, an estimated $387K.
  • M Holdings Securities first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Adaptive Hedged Multi-Asset Income ETF position peaked at $387K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.