KIM
DMAX

Kestra Investment Management’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Kestra Investment 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 		– Sell
-12,074
Closed -$322K – 523
2025
Q4 		$322K Sell
12,074
-3,518
-23% -$93.7K 0.01% 353
2025
Q3 		$412K Sell
15,592
-15,730
-50% -$411K 0.01% 304
2025
Q2 		$795K Buy
31,322
+15,592
+99% +$393K 0.01% 312
2025
Q1 		$392K Buy
+15,730
New +$395K 0.01% 302

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

Kestra Investment Management's DMAX Position: Q1 2026 in Review

Kestra Investment Management sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026, closing a stake of 12,074 shares — an estimated $322K sold.

Kestra Investment Management first reported a position in DMAX in Q1 2025 and held it in 4 quarters. The position peaked at $795K in Q2 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Kestra Investment Management reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 12,074 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $322K.
  • Kestra Investment Management first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and held it in 4 quarters.
  • Kestra Investment Management's iShares Large Cap Max Buffer Dec ETF position peaked at $795K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.