Kovack Advisors’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
Q1
$248K Sell
9,353
-15
-0.2% -$401 0.01% 829
2025
Q4
$250K Buy
+9,368
New +$250K 0.01% 840

Other funds holding DMAX

Kovack Advisors's DMAX Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 0.16% in Q1 2026, selling an estimated $401 and leaving 9,353 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #829.

Kovack Advisors first reported a position in DMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $250K in Q4 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Kovack Advisors held 9,353 shares of iShares Large Cap Max Buffer Dec ETF worth $248K as of Q1 2026.
  • Kovack Advisors sold 15 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $401.
  • iShares Large Cap Max Buffer Dec ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #829 holding.
  • Kovack Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • Kovack Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $250K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.