Envestnet Asset Management’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Envestnet Asset Management’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	$2.46M	Buy	89,962 +257	+0.3%	+$6.97K	﹤0.01%	3008
2026 Q1	$2.38M	Buy	89,705 +77,631	+643%	+$2.07M	﹤0.01%	2885
2025 Q4	$322K	Sell	12,074 -29,839	-71%	-$795K	﹤0.01%	3989
2025 Q3	$1.11M	Sell	41,913 -277	-0.7%	-$7.24K	﹤0.01%	3271
2025 Q2	$1.09M	Buy	42,190 +14,224	+51%	+$359K	﹤0.01%	3237
2025 Q1	$698K	Buy	+27,966	New	+$703K	﹤0.01%	3414

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

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Envestnet Asset Management's DMAX Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 0.29% in Q2 2026, buying an estimated $6.97K and bringing the position to 89,962 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Envestnet Asset Management first reported a position in DMAX in Q1 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Envestnet Asset Management held 89,962 shares of iShares Large Cap Max Buffer Dec ETF worth $2.46M as of Q2 2026.
Envestnet Asset Management bought 257 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $6.97K.
iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3008 holding.
Envestnet Asset Management first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 6 quarters since.
22 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.