NewEdge Advisors’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

NewEdge Advisors’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	$401K	Buy	54,242 +1,788	+3%	+$14K	﹤0.01%	2287
2026 Q1	$403K	Buy	52,454 +2,630	+5%	+$21.1K	﹤0.01%	2144
2025 Q4	$394K	Buy	49,824 +10,261	+26%	+$83.4K	﹤0.01%	2135
2025 Q3	$324K	Buy	39,563 +2,382	+6%	+$19.1K	﹤0.01%	2126
2025 Q2	$292K	Buy	37,181 +13,305	+56%	+$102K	﹤0.01%	2036
2025 Q1	$177K	Sell	23,876 -3,460	-13%	-$26.7K	﹤0.01%	2135
2024 Q4	$213K	Buy	27,336 +231	+0.9%	+$1.85K	﹤0.01%	2062
2024 Q3	$219K	Buy	+27,105	New	+$216K	﹤0.01%	1961

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

NewEdge Advisors's AMAX Position: Q2 2026 in Review

NewEdge Advisors increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 3.4% in Q2 2026, buying an estimated $14K and bringing the position to 54,242 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2287.

NewEdge Advisors first reported a position in AMAX in Q3 2024 and has held it in 8 quarters since. The position peaked at $403K in Q1 2026. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

NewEdge Advisors held 54,242 shares of Adaptive Hedged Multi-Asset Income ETF worth $401K as of Q2 2026.
NewEdge Advisors bought 1,788 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $14K.
Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2287 holding.
NewEdge Advisors first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's Adaptive Hedged Multi-Asset Income ETF position peaked at $403K in Q1 2026.
21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.