AIP
DMAX

ARS Investment Partners’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

ARS Investment Partners’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 		$273K Hold
9,990
– – 0.01% 166
2026
Q1 		$265K Hold
9,990
– – 0.01% 164
2025
Q4 		$266K Hold
9,990
– – 0.02% 165
2025
Q3 		$264K Hold
9,990
– – 0.02% 163
2025
Q2 		$258K Buy
+9,990
New +$252K 0.02% 160

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

ARS Investment Partners's DMAX Position: Q2 2026 in Review

ARS Investment Partners held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q2 2026 at 9,990 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #166.

ARS Investment Partners first reported a position in DMAX in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • ARS Investment Partners held 9,990 shares of iShares Large Cap Max Buffer Dec ETF worth $273K as of Q2 2026.
  • ARS Investment Partners left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q2 2026.
  • iShares Large Cap Max Buffer Dec ETF made up 0.01% of ARS Investment Partners's portfolio in Q2 2026, its #166 holding.
  • ARS Investment Partners first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.