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 Q3	$99K	Sell	13,411 -40,831	-75%	-$308K	﹤0.01%	2981
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

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

NewEdge Advisors's AMAX Position: Q3 2026 in Review

NewEdge Advisors reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 75% in Q3 2026, selling an estimated $308K and leaving 13,411 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

NewEdge Advisors first reported a position in AMAX in Q3 2024 and has held it in 9 quarters since. The position peaked at $403K in Q1 2026. 16 funds tracked by Wall St. Rank hold AMAX as of Q3 2026.

NewEdge Advisors held 13,411 shares of Adaptive Hedged Multi-Asset Income ETF worth $99K as of Q3 2026.
NewEdge Advisors sold 40,831 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2026, an estimated $308K.
Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #2981 holding.
NewEdge Advisors first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2024 and has held it in 9 quarters since.
NewEdge Advisors's Adaptive Hedged Multi-Asset Income ETF position peaked at $403K in Q1 2026.
16 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.