WCG Wealth Advisors’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

WCG Wealth Advisors’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	$691K	Buy	+93,436	New	+$734K	0.02%	465

Other funds holding AMAX

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WCG Wealth Advisors's AMAX Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q2 2026: 93,436 shares worth $691K. The stake represents 0.02% of the portfolio and ranks #465 among its holdings.

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

WCG Wealth Advisors held 93,436 shares of Adaptive Hedged Multi-Asset Income ETF worth $691K as of Q2 2026.
Adaptive Hedged Multi-Asset Income ETF was a new WCG Wealth Advisors position in Q2 2026.
Adaptive Hedged Multi-Asset Income ETF made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #465 holding.
21 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.