Kestra Advisory Services’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.91M Buy
104,690
+49,876
+91% +$1.38M 0.01% 1199
2026
Q2
$1.5M Buy
+54,814
New +$1.49M ﹤0.01% 1535
2025
Q4
– Sell
-10,043
Closed -$265K – 4574
2025
Q3
$265K Buy
10,043
+501
+5% +$13.1K ﹤0.01% 2547
2025
Q2
$246K Buy
+9,542
New +$240K ﹤0.01% 2513

Other funds holding DMAX

Kestra Advisory Services's DMAX Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 91% in Q3 2026, buying an estimated $1.38M and bringing the position to 104,690 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #1199.

Kestra Advisory Services first reported a position in DMAX in Q2 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

  • Kestra Advisory Services held 104,690 shares of iShares Large Cap Max Buffer Dec ETF worth $2.91M as of Q3 2026.
  • Kestra Advisory Services bought 49,876 iShares Large Cap Max Buffer Dec ETF shares in Q3 2026, an estimated $1.38M.
  • iShares Large Cap Max Buffer Dec ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1199 holding.
  • Kestra Advisory Services first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.