CF
DMAX

Crosspoint Financial’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Crosspoint Financial’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 		$576K Buy
+21,683
New +$579K 1.45% 14
2025
Q4 		– Sell
-19,172
Closed -$507K – 39
2025
Q3 		$507K Hold
19,172
– – 1.24% 20
2025
Q2 		$495K Hold
19,172
– – 1.32% 19
2025
Q1 		$478K Buy
+19,172
New +$482K 1.38% 16

Other funds holding DMAX

BW
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
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

Crosspoint Financial's DMAX Position: Q1 2026 in Review

Crosspoint Financial opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026: 21,683 shares worth $576K. The stake represents 1.45% of the portfolio and ranks #14 among its holdings. This is a return to the name: Crosspoint Financial previously reported a position in DMAX as recently as Q3 2025.

Crosspoint Financial first reported a position in DMAX in Q1 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Crosspoint Financial held 21,683 shares of iShares Large Cap Max Buffer Dec ETF worth $576K as of Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF was a new Crosspoint Financial position in Q1 2026.
  • iShares Large Cap Max Buffer Dec ETF made up 1.45% of Crosspoint Financial's portfolio in Q1 2026, its #14 holding.
  • Crosspoint Financial first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.