BW
DMAX

BIP Wealth’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

BIP Wealth’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
Q1 		$20.2M Sell
760,919
-75,132
-9% -$2.01M 0.82% 24
2025
Q4 		$22.3M Buy
+836,051
New +$22.3M 0.79% 28

Other funds holding DMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

BIP Wealth's DMAX Position: Q1 2026 in Review

BIP Wealth reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 9% in Q1 2026, selling an estimated $2.01M and leaving 760,919 shares worth $20.2M. The position accounts for 0.82% of the portfolio, ranked #24.

BIP Wealth first reported a position in DMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.3M in Q4 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • BIP Wealth held 760,919 shares of iShares Large Cap Max Buffer Dec ETF worth $20.2M as of Q1 2026.
  • BIP Wealth sold 75,132 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $2.01M.
  • iShares Large Cap Max Buffer Dec ETF made up 0.82% of BIP Wealth's portfolio in Q1 2026, its #24 holding.
  • BIP Wealth first reported a position in iShares Large Cap Max Buffer Dec ETF in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's iShares Large Cap Max Buffer Dec ETF position peaked at $22.3M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.