Ashton Thomas Private Wealth
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Ashton Thomas Private Wealth’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Ashton Thomas Private Wealth’s Portfolio DMAX Stock Details DMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.19M Buy
114,554
+358
+0.3% +$9.9K 0.06% 295
2026
Q2 		$3.12M Buy
114,196
+36,414
+47% +$987K 0.07% 294
2026
Q1 		$2.07M Buy
+77,782
New +$2.08M 0.05% 354

Other funds holding DMAX

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Crown Wealth Group
Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ashton Thomas Private Wealth's DMAX Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 0.31% in Q3 2026, buying an estimated $9.9K and bringing the position to 114,554 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #295.

Ashton Thomas Private Wealth first reported a position in DMAX in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

  • Ashton Thomas Private Wealth held 114,554 shares of iShares Large Cap Max Buffer Dec ETF worth $3.19M as of Q3 2026.
  • Ashton Thomas Private Wealth bought 358 iShares Large Cap Max Buffer Dec ETF shares in Q3 2026, an estimated $9.9K.
  • iShares Large Cap Max Buffer Dec ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #295 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.