OIA
DMAX

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

OneDigital Investment 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
Q1 		$229K Sell
8,613
-500
-5% -$13.4K ﹤0.01% 1339
2025
Q4 		$243K Buy
+9,113
New +$243K ﹤0.01% 1332

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

OneDigital Investment Advisors's DMAX Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 5.5% in Q1 2026, selling an estimated $13.4K and leaving 8,613 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1339.

OneDigital Investment Advisors first reported a position in DMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $243K in Q4 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • OneDigital Investment Advisors held 8,613 shares of iShares Large Cap Max Buffer Dec ETF worth $229K as of Q1 2026.
  • OneDigital Investment Advisors sold 500 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1339 holding.
  • OneDigital Investment Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • OneDigital Investment Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $243K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.