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 Q3	$328K	Hold	11,800	–	–	0.03%	137
2026 Q2	$323K	Sell	11,800 -3,550	-23%	-$96.3K	0.03%	140
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

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

Middleton & Co's DMAX Position: Q3 2026 in Review

Middleton & Co held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q3 2026 at 11,800 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #137.

Middleton & Co first reported a position in DMAX in Q1 2025 and has held it in 7 quarters since. The position peaked at $408K in Q1 2026. 23 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

Middleton & Co held 11,800 shares of iShares Large Cap Max Buffer Dec ETF worth $328K as of Q3 2026.
Middleton & Co left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Dec ETF made up 0.03% of Middleton & Co's portfolio in Q3 2026, its #137 holding.
Middleton & Co first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 7 quarters since.
Middleton & Co's iShares Large Cap Max Buffer Dec ETF position peaked at $408K in Q1 2026.
23 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.