AFP
DMAX

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
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

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

ATX Financial Planning's DMAX Position: Q2 2026 in Review

ATX Financial Planning reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 8.4% in Q2 2026, selling an estimated $98.6K and leaving 39,883 shares worth $1.09M. The position accounts for 0.72% of the portfolio, ranked #36.

ATX Financial Planning first reported a position in DMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • ATX Financial Planning held 39,883 shares of iShares Large Cap Max Buffer Dec ETF worth $1.09M as of Q2 2026.
  • ATX Financial Planning sold 3,637 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $98.6K.
  • iShares Large Cap Max Buffer Dec ETF made up 0.72% of ATX Financial Planning's portfolio in Q2 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 3 quarters since.
  • ATX Financial Planning's iShares Large Cap Max Buffer Dec ETF position peaked at $1.16M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.