— Know what they know.
Not Investment Advice

AMAX

Adaptive Hedged Multi-Asset Income ETF
1W: -0.3% 1M: +1.1% 3M: -5.9% YTD: -3.0% 1Y: -2.4% 3Y: +15.8%
$7.49
+0.02 (+0.27%)
 
Weekly Expected Move ±1.6%
$7 $7 $7 $8 $8
ETF AMEX · AUM $21.6M
Key Statistics
AUM$22M
Holdings23
Top 10 Wt95.0%
Volume40,976
Avg Volume47,293
Beta0.89
Portfolio Fundamentals
P/E
P/B0.6
Div Yield—%
ROE-35.7%
% Profitable—%
Inception2021-11-15
Sector Allocation
Financial Services 69.9%
Other 25.6%
Technology 4.4%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Cash / Cash Equivalents Cash 24.67% $16.7M 16,663,282
2 ISHARES 20 PLS YEAR TREASURY BND ETF TLT 21.46% $14.5M 174,097
3 SPDR S&P 500 ETF Trust SPY 13.52% $9.1M 12,357
4 FT VEST GOLD STRT TRGT INCM ETF IGLD 9.98% $6.7M 323,655
5 iShares Bitcoin Trus IBIT 6.31% $4.3M 117,190
6 VANGUARD VALUE ETF VTV 6.01% $4.1M 18,372
7 MICROSTRATEGY CL A ORD MSTR 4.44% $3.0M 32,679
8 VANECK GOLD MINERS ETF GDX 4.41% $3.0M 39,621
9 UBS AG ETRACS CD OL CR CL ETN USOI 3.08% $2.1M 46,000
10 YIELDMAX GOOGL OPTN INC STGY ETF GOOY 1.13% $765,749 64,839

Recent Holding Changes

Date Holding Change Details
2026-07-27 984Z0944 New
2026-07-27 VTV New
2026-07-27 063C0945 New
2026-07-27 SPYG Changed 35374 → 266
2026-07-27 Cash Changed 16568578 → 16663282

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms