KM Capital Management’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

KM Capital 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
2025 Q4	–	Sell	-55,025	Closed	-$1.45M	–	54
2025 Q3	$1.45M	Hold	55,025	–	–	0.67%	29
2025 Q2	$1.42M	Hold	55,025	–	–	0.7%	27
2025 Q1	$1.37M	Buy	+55,025	New	+$1.38M	0.74%	27

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

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

AFP

ATX Financial Planning Austin, Texas $132M AUM

KM Capital Management's DMAX Position: Q4 2025 in Review

KM Capital Management sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q4 2025, closing a stake of 55,025 shares — an estimated $1.45M sold.

KM Capital Management first reported a position in DMAX in Q1 2025 and held it in 3 quarters. The position peaked at $1.45M in Q3 2025. 30 funds tracked by Wall St. Rank hold DMAX as of Q4 2025.

KM Capital Management reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q4 2025 after selling out during the quarter.
KM Capital Management sold 55,025 iShares Large Cap Max Buffer Dec ETF shares in Q4 2025, an estimated $1.45M.
KM Capital Management first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and held it in 3 quarters.
KM Capital Management's iShares Large Cap Max Buffer Dec ETF position peaked at $1.45M in Q3 2025.
30 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q4 2025.

Based on KM Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.