MC
DMAX

Middleton & Co’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Middleton & Co’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 		$408K Buy
15,350
+5,800
+61% +$155K 0.05% 123
2025
Q4 		$255K Hold
9,550
– – 0.03% 146
2025
Q3 		$252K Hold
9,550
– – 0.03% 146
2025
Q2 		$246K Hold
9,550
– – 0.03% 142
2025
Q1 		$238K Buy
+9,550
New +$240K 0.03% 144

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

Middleton & Co's DMAX Position: Q1 2026 in Review

Middleton & Co increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 61% in Q1 2026, buying an estimated $155K and bringing the position to 15,350 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #123.

Middleton & Co first reported a position in DMAX in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Middleton & Co held 15,350 shares of iShares Large Cap Max Buffer Dec ETF worth $408K as of Q1 2026.
  • Middleton & Co bought 5,800 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $155K.
  • iShares Large Cap Max Buffer Dec ETF made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #123 holding.
  • Middleton & Co first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.