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

Lido 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 Q3	–	Sell	-16,394	Closed	-$448K	–	2286
2026 Q2	$448K	Hold	16,394	–	–	﹤0.01%	1536
2026 Q1	$436K	Hold	16,394	–	–	﹤0.01%	1377
2025 Q4	$437K	Buy	+16,394	New	+$437K	﹤0.01%	1356

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Lido Advisors's DMAX Position: Q3 2026 in Review

Lido Advisors sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q3 2026, closing a stake of 16,394 shares — an estimated $448K sold.

Lido Advisors first reported a position in DMAX in Q4 2025 and held it in 3 quarters. The position peaked at $448K in Q2 2026. 24 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

Lido Advisors reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q3 2026 after selling out during the quarter.
Lido Advisors sold 16,394 iShares Large Cap Max Buffer Dec ETF shares in Q3 2026, an estimated $448K.
Lido Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and held it in 3 quarters.
Lido Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $448K in Q2 2026.
24 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.