CWG
DMAX

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
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

BW
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
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
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
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Crown Wealth Group's DMAX Position: Q2 2026 in Review

Crown Wealth Group increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 3% in Q2 2026, buying an estimated $404K and bringing the position to 513,454 shares worth $14M. The position accounts for 3.57% of the portfolio, ranked #4.

Crown Wealth Group first reported a position in DMAX in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • Crown Wealth Group held 513,454 shares of iShares Large Cap Max Buffer Dec ETF worth $14M as of Q2 2026.
  • Crown Wealth Group bought 14,887 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $404K.
  • iShares Large Cap Max Buffer Dec ETF made up 3.57% of Crown Wealth Group's portfolio in Q2 2026, its #4 holding.
  • Crown Wealth Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.