Raymond James Financial
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Raymond James Financial’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

Raymond James Financial’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
Q1 		$1.05M Sell
136,136
-2,437
-2% -$19.6K ﹤0.01% 3816
2025
Q4 		$1.09M Buy
138,573
+14,495
+12% +$118K ﹤0.01% 3712
2025
Q3 		$1.02M Buy
+124,078
New +$993K ﹤0.01% 3663

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial's AMAX Position: Q1 2026 in Review

Raymond James Financial reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 1.8% in Q1 2026, selling an estimated $19.6K and leaving 136,136 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3816.

Raymond James Financial first reported a position in AMAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 22 funds tracked by Wall St. Rank hold AMAX as of Q1 2026.

  • Raymond James Financial held 136,136 shares of Adaptive Hedged Multi-Asset Income ETF worth $1.05M as of Q1 2026.
  • Raymond James Financial sold 2,437 Adaptive Hedged Multi-Asset Income ETF shares in Q1 2026, an estimated $19.6K.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3816 holding.
  • Raymond James Financial first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Adaptive Hedged Multi-Asset Income ETF position peaked at $1.09M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.