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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
Q2 		$4.49M Buy
+606,269
New +$4.76M 1.39% 20

Other funds holding AMAX

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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Prosperity Financial Group's AMAX Position: Q2 2026 in Review

Prosperity Financial Group opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026: 606,269 shares worth $4.49M. The stake represents 1.39% of the portfolio and ranks #20 among its holdings.

8 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • Prosperity Financial Group held 606,269 shares of Adaptive Hedged Multi-Asset Income ETF worth $4.49M as of Q2 2026.
  • Adaptive Hedged Multi-Asset Income ETF was a new Prosperity Financial Group position in Q2 2026.
  • Adaptive Hedged Multi-Asset Income ETF made up 1.39% of Prosperity Financial Group's portfolio in Q2 2026, its #20 holding.
  • 8 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.