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

Kestra Advisory Services’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 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	+$241K	﹤0.01%	2513

Other funds holding DMAX

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

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

SVWG

Shared Vision Wealth Group Carlsbad, United States $291M AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Advisory Services's DMAX Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q2 2026: 54,814 shares worth $1.5M. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in DMAX as recently as Q3 2025.

Kestra Advisory Services first reported a position in DMAX in Q2 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Kestra Advisory Services held 54,814 shares of iShares Large Cap Max Buffer Dec ETF worth $1.5M as of Q2 2026.
iShares Large Cap Max Buffer Dec ETF was a new Kestra Advisory Services position in Q2 2026.
iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1535 holding.
Kestra Advisory Services first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.