Kovack Advisors’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Kovack Advisors’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	$256K	Hold	9,353	–	–	0.01%	882
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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

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

Kovack Advisors's DMAX Position: Q2 2026 in Review

Kovack Advisors held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q2 2026 at 9,353 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #882.

Kovack Advisors first reported a position in DMAX in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Kovack Advisors held 9,353 shares of iShares Large Cap Max Buffer Dec ETF worth $256K as of Q2 2026.
Kovack Advisors left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Dec ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #882 holding.
Kovack Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 3 quarters since.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.