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 Q3	$28.7M	Buy	3,882,308 +2,989,817	+335%	+$22.5M	2.98%	7
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 $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

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Partners Wealth Management's AMAX Position: Q3 2026 in Review

Partners Wealth Management increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 335% in Q3 2026, buying an estimated $22.5M and bringing the position to 3,882,308 shares worth $28.7M. The position accounts for 2.98% of the portfolio, ranked #7.

Partners Wealth Management first reported a position in AMAX in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold AMAX as of Q3 2026.

Partners Wealth Management held 3,882,308 shares of Adaptive Hedged Multi-Asset Income ETF worth $28.7M as of Q3 2026.
Partners Wealth Management bought 2,989,817 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2026, an estimated $22.5M.
Adaptive Hedged Multi-Asset Income ETF made up 2.98% of Partners Wealth Management's portfolio in Q3 2026, its #7 holding.
Partners Wealth Management first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.