WealthPlan Investment Management’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

WealthPlan Investment Management’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
2025 Q3	$102K	Sell
2025 Q2	$103K	Buy
2024 Q1	–	Sell
2023 Q4	$10.6M	Buy
2023 Q3	$9.61M	Buy
2023 Q2	$6.57M	Sell
2023 Q1	$9.16M	Sell
2022 Q4	$15.2M	Buy
2022 Q3	$14.8M	Buy
2022 Q1	$18.9M	Buy