Blue Trust Inc’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Blue Trust Inc’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	$39.6K	Buy	+1,450	New	+$39.3K	﹤0.01%	1440

Other funds holding DMAX

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc's DMAX Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q2 2026: 1,450 shares worth $39.6K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

11 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Blue Trust Inc held 1,450 shares of iShares Large Cap Max Buffer Dec ETF worth $39.6K as of Q2 2026.
iShares Large Cap Max Buffer Dec ETF was a new Blue Trust Inc position in Q2 2026.
iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1440 holding.
11 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.