Crewe Advisors’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Crewe Advisors’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	$2.01M	Buy	75,690 +37,883	+100%	+$1.01M	0.17%	62
2025 Q4	$1.01M	Hold	37,807	–	–	0.09%	84
2025 Q3	$999K	Hold	37,807	–	–	0.1%	81
2025 Q2	$975K	Hold	37,807	–	–	0.14%	61
2025 Q1	$943K	Buy	+37,807	New	+$950K	0.13%	57

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

GFG

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Crewe Advisors's DMAX Position: Q1 2026 in Review

Crewe Advisors increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 100% in Q1 2026, buying an estimated $1.01M and bringing the position to 75,690 shares worth $2.01M. The position accounts for 0.17% of the portfolio, ranked #62.

Crewe Advisors first reported a position in DMAX in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

Crewe Advisors held 75,690 shares of iShares Large Cap Max Buffer Dec ETF worth $2.01M as of Q1 2026.
Crewe Advisors bought 37,883 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $1.01M.
iShares Large Cap Max Buffer Dec ETF made up 0.17% of Crewe Advisors's portfolio in Q1 2026, its #62 holding.
Crewe Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.