GFG
DMAX

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

Grantvest Financial 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
Q1 		$1.7M Sell
64,126
-2,656
-4% -$70.9K 1.1% 16
2025
Q4 		$1.78M Buy
66,782
+2,157
+3% +$57.5K 1.14% 14
2025
Q3 		$1.71M Sell
64,625
-35,805
-36% -$936K 1.18% 14
2025
Q2 		$2.59M Sell
100,430
-33,819
-25% -$852K 1.92% 7
2025
Q1 		$3.35M Buy
+134,249
New +$3.37M 2.72% 5

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 $1.27B AUM 26.55% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 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 $677M AUM 22.42% 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 $4.79B AUM 27.94% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Grantvest Financial Group's DMAX Position: Q1 2026 in Review

Grantvest Financial Group reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 4% in Q1 2026, selling an estimated $70.9K and leaving 64,126 shares worth $1.7M. The position accounts for 1.1% of the portfolio, ranked #16.

Grantvest Financial Group first reported a position in DMAX in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.35M in Q1 2025. 43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

  • Grantvest Financial Group held 64,126 shares of iShares Large Cap Max Buffer Dec ETF worth $1.7M as of Q1 2026.
  • Grantvest Financial Group sold 2,656 iShares Large Cap Max Buffer Dec ETF shares in Q1 2026, an estimated $70.9K.
  • iShares Large Cap Max Buffer Dec ETF made up 1.1% of Grantvest Financial Group's portfolio in Q1 2026, its #16 holding.
  • Grantvest Financial Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 5 quarters since.
  • Grantvest Financial Group's iShares Large Cap Max Buffer Dec ETF position peaked at $3.35M in Q1 2025.
  • 43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.