Adaptive Hedged Multi-Asset Income ETF
AMAX
New York Stock Exchange Arca- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 12600 Deerfield Parkway, Suite 100 Alpharetta GA United States of America 30004
- IPO Date
- Nov 15, 2021
- CIK
- 0001464413
- Website
- adaptiveetfs.com
- Similar Companies
- Business
- Adaptive Hedged Multi-Asset Income ETF (AMAX) is an actively managed exchange-traded fund launched by Starboard Investment Trust and managed by Cavalier Investments, LLC. The fund seeks total return through a combination of capital appreciation and current income by investing in a diversified portfolio of public equities and fixed income securities across the United States markets. Its equity investments include growth and value stocks of companies across diversified sectors and market capitalizations, accessed directly or through unaffiliated mutual funds and exchange-traded funds; fixed income holdings encompass corporate bonds, mortgage-backed securities, asset-backed securities, high yield bonds, U.S. government agency securities, and global debt instruments of any maturity. AMAX employs a market trend model to dynamically initiate hedging strategies, enhancing downside protection during volatile periods while pursuing income generation. Key holdings as of mid-2025 include Invesco QQQ Trust, iShares 20+ Year Treasury Bond ETF, MicroStrategy Incorporated, and iShares Bitcoin Trust ETF, reflecting allocations to technology equities, long-duration Treasuries, and alternative assets. The fund, with approximately $35 million in assets under management, trades on NYSE Arca, offers monthly distributions yielding around 8-9%, and benchmarks against the Bloomberg U.S. Aggregate Bond Index. Formed on October 2, 2009, and domiciled in the United States with management based in Rocky Mount, North Carolina, AMAX operates without specified international geographic focus beyond U.S.-centric exposures. No major acquisitions, partnerships, funding rounds, or strategic shifts have been reported in the last 1-2 years; the fund maintains its core multi-asset hedged income strategy amid evolving market conditions, including recent portfolio adjustments toward defensive assets like Treasuries and gold-related proxies.