APFP
DMAX

Action Point Financial Planning’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Action Point Financial Planning’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
Q2 		$48.1K Buy
+1,759
New +$47.7K ﹤0.01% 834

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 $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Action Point Financial Planning's DMAX Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q2 2026: 1,759 shares worth $48.1K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

45 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • Action Point Financial Planning held 1,759 shares of iShares Large Cap Max Buffer Dec ETF worth $48.1K as of Q2 2026.
  • iShares Large Cap Max Buffer Dec ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #834 holding.
  • 45 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.