Partners Wealth Management’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Partners Wealth Management’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	$6.6M	Buy	892,491 +91,649	+11%	+$720K	6.47%	3
2026 Q1	$6.15M	Buy	800,842 +237,840	+42%	+$1.91M	6.34%	2
2025 Q4	$4.45M	Buy	563,002 +68,805	+14%	+$559K	4.65%	4
2025 Q3	$4.05M	Buy	494,197 +189,560	+62%	+$1.52M	4%	3
2025 Q2	$2.27M	Sell	304,637 -2,164	-0.7%	-$16.6K	2.59%	6
2025 Q1	$2.27M	Buy	306,801 +17,602	+6%	+$136K	2.58%	6
2024 Q4	$2.25M	Buy	+289,199	New	+$2.31M	2.56%	7

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

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 New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Partners Wealth Management's AMAX Position: Q2 2026 in Review

Partners Wealth Management increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 11% in Q2 2026, buying an estimated $720K and bringing the position to 892,491 shares worth $6.6M. The position accounts for 6.47% of the portfolio, ranked #3.

Partners Wealth Management first reported a position in AMAX in Q4 2024 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

Partners Wealth Management held 892,491 shares of Adaptive Hedged Multi-Asset Income ETF worth $6.6M as of Q2 2026.
Partners Wealth Management bought 91,649 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $720K.
Adaptive Hedged Multi-Asset Income ETF made up 6.47% of Partners Wealth Management's portfolio in Q2 2026, its #3 holding.
Partners Wealth Management first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2024 and has held it in 7 quarters since.
21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.