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WealthPLAN Partners’s Adaptive Hedged Multi-Asset Income ETF AMAX Stock Holding History

WealthPLAN Partners’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 		– Sell
-10,799
Closed -$84.9K – 251
2025
Q2 		$84.9K Sell
10,799
-5,251
-33% -$40.3K 0.01% 253
2025
Q1 		$119K Buy
16,050
+4,844
+43% +$37.4K 0.02% 245
2024
Q4 		$87.1K Sell
11,206
-320
-3% -$2.56K 0.01% 238
2024
Q3 		$93.3K Sell
11,526
-7,854
-41% -$62.7K 0.01% 253
2024
Q2 		$152K Buy
19,380
+300
+2% +$2.39K 0.02% 291
2024
Q1 		$154K Sell
19,080
-776,959
-98% -$6.07M 0.02% 294
2023
Q4 		$6.07M Buy
796,039
+1,335
+0.2% +$9.75K 0.62% 52
2023
Q3 		$5.71M Buy
794,704
+244,350
+44% +$1.85M 0.66% 47
2023
Q2 		$4.26M Sell
550,354
-269,555
-33% -$2.1M 0.6% 41
2023
Q1 		$6.36M Sell
819,909
-1,099,709
-57% -$8.63M 0.72% 43
2022
Q4 		$15.3M Buy
+1,919,618
New +$14.8M 1.07% 32
2022
Q1 		$18.9M Buy
2,156,758
+1,969,474
+1,052% +$18.4M 1.31% 13
2021
Q4 		$1.73M Buy
+187,284
New +$1.8M 0.11% 132

Other funds holding AMAX

KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

WealthPLAN Partners's AMAX Position: Q3 2025 in Review

WealthPLAN Partners sold out of Adaptive Hedged Multi-Asset Income ETF (AMAX) in Q3 2025, closing a stake of 10,799 shares — an estimated $84.9K sold.

WealthPLAN Partners first reported a position in AMAX in Q4 2021 and held it in 13 quarters. The position peaked at $18.9M in Q1 2022. 20 funds tracked by Wall St. Rank hold AMAX as of Q3 2025.

  • WealthPLAN Partners reported no remaining Adaptive Hedged Multi-Asset Income ETF position as of Q3 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 10,799 Adaptive Hedged Multi-Asset Income ETF shares in Q3 2025, an estimated $84.9K.
  • WealthPLAN Partners first reported a position in Adaptive Hedged Multi-Asset Income ETF in Q4 2021 and held it in 13 quarters.
  • WealthPLAN Partners's Adaptive Hedged Multi-Asset Income ETF position peaked at $18.9M in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Adaptive Hedged Multi-Asset Income ETF as of Q3 2025.

Based on WealthPLAN Partners's 13F filing for Q3 2025, filed 27 Oct 2025.