Amplius Wealth Advisors’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History
Bought
Maintained
Sold
Other funds holding DMAX
BW
JLBC
CWG
FA
ATS
ATPW
CA
Amplius Wealth Advisors's DMAX Position: Q1 2026 in Review
Amplius Wealth Advisors held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q1 2026 at 29,647 shares worth $788K. The position accounts for 0.07% of the portfolio, ranked #83.
Amplius Wealth Advisors first reported a position in DMAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $828K in Q2 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.
- Amplius Wealth Advisors held 29,647 shares of iShares Large Cap Max Buffer Dec ETF worth $788K as of Q1 2026.
- Amplius Wealth Advisors left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q1 2026.
- iShares Large Cap Max Buffer Dec ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q1 2026, its #83 holding.
- Amplius Wealth Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 4 quarters since.
- Amplius Wealth Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $828K in Q2 2025.
- 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.
Based on Amplius Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.