Prosperity Financial Group
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Prosperity Financial Group’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Prosperity Financial Group’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 		$4.95M Buy
670,234
+63,965
+11% +$482K 1.45% 14
2026
Q2 		$4.49M Buy
+606,269
New +$4.76M 1.39% 20

Other funds holding AMAX

Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Financial Group's AMAX Position: Q3 2026 in Review

Prosperity Financial Group increased its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 11% in Q3 2026, buying an estimated $482K and bringing the position to 670,234 shares worth $4.95M. The position accounts for 1.45% of the portfolio, ranked #14.

Prosperity Financial Group first reported a position in AMAX in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold AMAX as of Q3 2026.

  • Prosperity Financial Group held 670,234 shares of Adaptive Hedged Multi-Asset Income ETF worth $4.95M as of Q3 2026.
  • Prosperity Financial Group bought 63,965 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2026, an estimated $482K.
  • Adaptive Hedged Multi-Asset Income ETF made up 1.45% of Prosperity Financial Group's portfolio in Q3 2026, its #14 holding.
  • Prosperity Financial Group first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.