Amplius Wealth Advisors’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History
Bought
Maintained
Sold
Other funds holding DMAX
Amplius Wealth Advisors's DMAX Position: Q3 2026 in Review
Amplius Wealth Advisors reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 36% in Q3 2026, selling an estimated $294K and leaving 19,000 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #134.
Amplius Wealth Advisors first reported a position in DMAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $828K in Q2 2025. 15 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.
- Amplius Wealth Advisors held 19,000 shares of iShares Large Cap Max Buffer Dec ETF worth $529K as of Q3 2026.
- Amplius Wealth Advisors sold 10,647 iShares Large Cap Max Buffer Dec ETF shares in Q3 2026, an estimated $294K.
- iShares Large Cap Max Buffer Dec ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #134 holding.
- Amplius Wealth Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 6 quarters since.
- Amplius Wealth Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $828K in Q2 2025.
- 15 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.
Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.