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

UBS 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	$5.85K	Buy	+793	New	+$5.98K	﹤0.01%	9480
2026 Q2	–	Sell	-37	Closed	-$284	–	10421
2026 Q1	$284	Buy	+37	New	+$297	﹤0.01%	9979
2025 Q4	–	Sell	-796	Closed	-$6.52K	–	10458
2025 Q3	$6.52K	Sell	796 -14,204	-95%	-$114K	﹤0.01%	8775
2025 Q2	$118K	Buy	15,000 +8,802	+142%	+$67.5K	﹤0.01%	7093
2025 Q1	$45.9K	Buy	6,198 +53	+0.9%	+$410	﹤0.01%	7659
2024 Q4	$47.8K	Sell	6,145 -5,898	-49%	-$47.2K	﹤0.01%	7330
2024 Q3	$97.5K	Buy	12,043 +3,620	+43%	+$28.9K	﹤0.01%	6394
2024 Q2	$66.2K	Buy	8,423 +6,386	+314%	+$50.8K	﹤0.01%	6466
2024 Q1	$16.4K	Buy	+2,037	New	+$15.9K	﹤0.01%	7004
2023 Q2	–	Sell	-1,337	Closed	-$10.4K	–	8855
2023 Q1	$10.4K	Sell	1,337 -955	-42%	-$7.49K	﹤0.01%	7587
2022 Q4	$17.6K	Sell	2,292 -2,646	-54%	-$20.4K	﹤0.01%	7818
2022 Q3	$37K	Buy	+4,938	New	+$40.1K	﹤0.01%	6627
2022 Q2	–	Sell	-1,347	Closed	-$12K	–	10262
2022 Q1	$12K	Buy	+1,347	New	+$12.6K	﹤0.01%	8154

Other funds holding AMAX

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

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

UBS Group's AMAX Position: Q3 2026 in Review

UBS Group opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q3 2026: 793 shares worth $5.85K. The stake represents ﹤0.01% of the portfolio and ranks #9480 among its holdings. This is a return to the name: UBS Group previously reported a position in AMAX as recently as Q1 2026.

UBS Group first reported a position in AMAX in Q1 2022 and has held it in 13 quarters since. The position peaked at $118K in Q2 2025. 16 funds tracked by Wall St. Rank hold AMAX as of Q3 2026.

UBS Group held 793 shares of Adaptive Hedged Multi-Asset Income ETF worth $5.85K as of Q3 2026.
Adaptive Hedged Multi-Asset Income ETF was a new UBS Group position in Q3 2026.
Adaptive Hedged Multi-Asset Income ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9480 holding.
UBS Group first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q1 2022 and has held it in 13 quarters since.
UBS Group's Adaptive Hedged Multi-Asset Income ETF position peaked at $118K in Q2 2025.
16 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.