Osaic Holdings’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Osaic Holdings’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	$2.39M	Buy	+86,072	New	+$2.37M	﹤0.01%	2147

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

Osaic Holdings's DMAX Position: Q3 2026 in Review

Osaic Holdings opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q3 2026: 86,072 shares worth $2.39M. The stake represents ﹤0.01% of the portfolio and ranks #2147 among its holdings.

29 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

Osaic Holdings held 86,072 shares of iShares Large Cap Max Buffer Dec ETF worth $2.39M as of Q3 2026.
iShares Large Cap Max Buffer Dec ETF was a new Osaic Holdings position in Q3 2026.
iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2147 holding.
29 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.