BWM
DMAX

Bernard Wealth Management’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Bernard Wealth Management’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
Q1 		$9.86K Hold
371
– – ﹤0.01% 231
2025
Q4 		$9.89K Buy
+371
New +$9.88K ﹤0.01% 225

Other funds holding DMAX

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Bernard Wealth Management's DMAX Position: Q1 2026 in Review

Bernard Wealth Management held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q1 2026 at 371 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Bernard Wealth Management first reported a position in DMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.89K in Q4 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Bernard Wealth Management held 371 shares of iShares Large Cap Max Buffer Dec ETF worth $9.86K as of Q1 2026.
  • Bernard Wealth Management left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Bernard Wealth Management first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • Bernard Wealth Management's iShares Large Cap Max Buffer Dec ETF position peaked at $9.89K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.