Morgan Stanley’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Morgan Stanley’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	$10	Sell	1 -1	-50%	-$8	﹤0.01%	8339
2026 Q1	$22	Buy	2 +1	+100%	+$8	﹤0.01%	8152
2025 Q4	$9	Hold	1	–	–	﹤0.01%	8136
2025 Q3	$12	Hold	1	–	–	﹤0.01%	8088
2025 Q2	$10	Sell	1 -1	-50%	-$8	﹤0.01%	8029
2025 Q1	$16	Buy	+2	New	+$15	﹤0.01%	7990
2024 Q4	–	Sell	-121	Closed	-$985	–	7969
2024 Q3	$985	Buy	+121	New	+$966	﹤0.01%	7222

Other funds holding AMAX

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 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

Morgan Stanley's AMAX Position: Q2 2026 in Review

Morgan Stanley reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 50% in Q2 2026, selling an estimated $8 and leaving 1 share worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #8339.

Morgan Stanley first reported a position in AMAX in Q3 2024 and has held it in 7 quarters since. The position peaked at $985 in Q3 2024. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

Morgan Stanley held 1 share of Adaptive Hedged Multi-Asset Income ETF worth $10 as of Q2 2026.
Morgan Stanley sold 1 Adaptive Hedged Multi-Asset Income ETF share in Q2 2026, an estimated $8.
Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #8339 holding.
Morgan Stanley first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2024 and has held it in 7 quarters since.
Morgan Stanley's Adaptive Hedged Multi-Asset Income ETF position peaked at $985 in Q3 2024.
21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.