UBS Group
DMAX

UBS Group’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

UBS Group’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 		$12.6K Buy
+475
New +$12.7K ﹤0.01% 8247
2025
Q4 		– Sell
-936
Closed -$24.7K – 11430
2025
Q3 		$24.7K Sell
936
-6,379
-87% -$167K ﹤0.01% 8024
2025
Q2 		$189K Buy
+7,315
New +$184K ﹤0.01% 6765

Other funds holding DMAX

BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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 $424B AUM 22.96% 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

UBS Group's DMAX Position: Q1 2026 in Review

UBS Group opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026: 475 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #8247 among its holdings. This is a return to the name: UBS Group previously reported a position in DMAX as recently as Q3 2025.

UBS Group first reported a position in DMAX in Q2 2025 and has held it in 3 quarters since. The position peaked at $189K in Q2 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • UBS Group held 475 shares of iShares Large Cap Max Buffer Dec ETF worth $12.6K as of Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF was a new UBS Group position in Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8247 holding.
  • UBS Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's iShares Large Cap Max Buffer Dec ETF position peaked at $189K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.