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
Q2 		$1.71M Sell
62,521
-1,605
-3% -$43.5K 0.99% 19
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 $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
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
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

Grantvest Financial Group's DMAX Position: Q2 2026 in Review

Grantvest Financial Group reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 2.5% in Q2 2026, selling an estimated $43.5K and leaving 62,521 shares worth $1.71M. The position accounts for 0.99% of the portfolio, ranked #19.

Grantvest Financial Group first reported a position in DMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.35M in Q1 2025. 45 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • Grantvest Financial Group held 62,521 shares of iShares Large Cap Max Buffer Dec ETF worth $1.71M as of Q2 2026.
  • Grantvest Financial Group sold 1,605 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $43.5K.
  • iShares Large Cap Max Buffer Dec ETF made up 0.99% of Grantvest Financial Group's portfolio in Q2 2026, its #19 holding.
  • Grantvest Financial Group first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 6 quarters since.
  • Grantvest Financial Group's iShares Large Cap Max Buffer Dec ETF position peaked at $3.35M in Q1 2025.
  • 45 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.