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
Q2 		$1M Sell
135,386
-750
-0.6% -$5.89K ﹤0.01% 3989
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

LPL Financial
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
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RW
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial's AMAX Position: Q2 2026 in Review

Raymond James Financial reduced its Adaptive Hedged Multi-Asset Income ETF (AMAX) stake by 0.55% in Q2 2026, selling an estimated $5.89K and leaving 135,386 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

Raymond James Financial first reported a position in AMAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2025. 22 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • Raymond James Financial held 135,386 shares of Adaptive Hedged Multi-Asset Income ETF worth $1M as of Q2 2026.
  • Raymond James Financial sold 750 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $5.89K.
  • Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3989 holding.
  • Raymond James Financial first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.