Adaptive Hedged Multi-Asset Income ETFAMAX

ETFCavalier Investments LLC d/b/a Adaptive
Type
ETF
Peer group
Alternative
Net assets
$49.4M
Expense ratio
1.36%
1-year return
+7.0%
3 years, a year
+9.0%
5 years, a year
+3.5%
12-month yield
11.77%
Holdings
23

What it aims to do.

The Adaptive Hedged Multi-Asset Income ETF (the Fund) seeks total return through a combination of capital appreciation and current income.

Top 10 holdings.

Holding% of fund
iShares 20+ Year Tre22.49%
SPY State Street SPDR12.77%
RH Hedged Multi-Asse11.81%
FT Vest Gold Strateg11.65%
Vanguard Value ETF6.45%
VanEck Vectors Gold6.26%
MSTR MicroStrategy Inc6.13%
USOI X-Links Crude Oil Sh5.07%
YieldMax GOOGL Optio1.22%
YieldMax AAPL Option0.96%

More on AMAX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.