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 Q2	$1.56M	Sell	57,241 -18,449	-24%	-$500K	0.11%	71
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 $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 New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Crewe Advisors's DMAX Position: Q2 2026 in Review

Crewe Advisors reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 24% in Q2 2026, selling an estimated $500K and leaving 57,241 shares worth $1.56M. The position accounts for 0.11% of the portfolio, ranked #71.

Crewe Advisors first reported a position in DMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.01M in Q1 2026. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Crewe Advisors held 57,241 shares of iShares Large Cap Max Buffer Dec ETF worth $1.56M as of Q2 2026.
Crewe Advisors sold 18,449 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $500K.
iShares Large Cap Max Buffer Dec ETF made up 0.11% of Crewe Advisors's portfolio in Q2 2026, its #71 holding.
Crewe Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 6 quarters since.
Crewe Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $2.01M in Q1 2026.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.