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

ATX 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 Q3	$1.1M	Sell	39,463 -420	-1%	-$11.6K	0.7%	36
2026 Q2	$1.09M	Sell	39,883 -3,637	-8%	-$98.6K	0.72%	36
2026 Q1	$1.16M	Buy	43,520 +8,694	+25%	+$232K	0.88%	32
2025 Q4	$929K	Buy	+34,826	New	+$928K	0.72%	41

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

ATX Financial Planning's DMAX Position: Q3 2026 in Review

ATX Financial Planning reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 1.1% in Q3 2026, selling an estimated $11.6K and leaving 39,463 shares worth $1.1M. The position accounts for 0.7% of the portfolio, ranked #36.

ATX Financial Planning first reported a position in DMAX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2026. 35 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

ATX Financial Planning held 39,463 shares of iShares Large Cap Max Buffer Dec ETF worth $1.1M as of Q3 2026.
ATX Financial Planning sold 420 iShares Large Cap Max Buffer Dec ETF shares in Q3 2026, an estimated $11.6K.
iShares Large Cap Max Buffer Dec ETF made up 0.7% of ATX Financial Planning's portfolio in Q3 2026, its #36 holding.
ATX Financial Planning first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 4 quarters since.
ATX Financial Planning's iShares Large Cap Max Buffer Dec ETF position peaked at $1.16M in Q1 2026.
35 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on ATX Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.