Cetera Investment Advisers
DMAX

Cetera Investment Advisers’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Cetera Investment Advisers’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 		$605K Buy
22,768
+2,687
+13% +$71.8K ﹤0.01% 3335
2025
Q4 		$536K Sell
20,081
-2,237
-10% -$59.6K ﹤0.01% 3371
2025
Q3 		$590K Sell
22,318
-1,470
-6% -$38.4K ﹤0.01% 3241
2025
Q2 		$614K Buy
+23,788
New +$600K ﹤0.01% 2796

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 $1.27B AUM 26.55% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 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 $677M AUM 22.42% 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 $4.79B AUM 27.94% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Cetera Investment Advisers's DMAX Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 13% in Q1 2026, buying an estimated $71.8K and bringing the position to 22,768 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Cetera Investment Advisers first reported a position in DMAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $614K in Q2 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Cetera Investment Advisers held 22,768 shares of iShares Large Cap Max Buffer Dec ETF worth $605K as of Q1 2026.
  • Cetera Investment Advisers bought 2,687 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $71.8K.
  • iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3335 holding.
  • Cetera Investment Advisers first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's iShares Large Cap Max Buffer Dec ETF position peaked at $614K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.