UBS Group
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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
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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

UBS Group's AMAX Position: Q2 2026 in Review

UBS Group sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026, closing a stake of 37 shares — an estimated $284 sold.

UBS Group first reported a position in AMAX in Q1 2022 and held it in 12 quarters. The position peaked at $118K in Q2 2025. 21 funds tracked by Wall St. Rank hold AMAX as of Q2 2026.

  • UBS Group reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 37 Adaptive Hedged Multi-Asset Income ETF shares in Q2 2026, an estimated $284.
  • UBS Group first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q1 2022 and held it in 12 quarters.
  • UBS Group's Adaptive Hedged Multi-Asset Income ETF position peaked at $118K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.