Crown Wealth Group
DMAX icon

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

Crown Wealth Group’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
Q3 		$14M Sell
504,884
-8,570
-2% -$236K 3.48% 6
2026
Q2 		$14M Buy
513,454
+14,887
+3% +$404K 3.57% 4
2026
Q1 		$13.2M Buy
498,567
+16,540
+3% +$442K 3.89% 5
2025
Q4 		$12.9M Buy
482,027
+80,652
+20% +$2.15M 3.59% 4
2025
Q3 		$10.6M Buy
+401,375
New +$10.5M 3.19% 9

Other funds holding DMAX

J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
ATX Financial Planning
ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Crown Wealth Group's DMAX Position: Q3 2026 in Review

Crown Wealth Group reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 1.7% in Q3 2026, selling an estimated $236K and leaving 504,884 shares worth $14M. The position accounts for 3.48% of the portfolio, ranked #6.

Crown Wealth Group first reported a position in DMAX in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

  • Crown Wealth Group held 504,884 shares of iShares Large Cap Max Buffer Dec ETF worth $14M as of Q3 2026.
  • Crown Wealth Group sold 8,570 iShares Large Cap Max Buffer Dec ETF shares in Q3 2026, an estimated $236K.
  • iShares Large Cap Max Buffer Dec ETF made up 3.48% of Crown Wealth Group's portfolio in Q3 2026, its #6 holding.
  • Crown Wealth Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.