IFP Advisors’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

IFP Advisors’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	$2.23K	Hold	80	–	–	﹤0.01%	4176
2026 Q2	$2.19K	Hold	80	–	–	﹤0.01%	4197
2026 Q1	$2.13K	Buy	80 +45	+129%	+$1.2K	﹤0.01%	3940
2025 Q4	$933	Buy	35 +10	+40%	+$266	﹤0.01%	4093
2025 Q3	$660	Hold	25	–	–	﹤0.01%	4093
2025 Q2	$645	Buy	+25	New	+$630	﹤0.01%	4356

Other funds holding DMAX

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

ATX Financial Planning Austin, Texas $156M AUM 11.38% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's DMAX Position: Q3 2026 in Review

IFP Advisors held its iShares Large Cap Max Buffer Dec ETF (DMAX) position steady in Q3 2026 at 80 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

IFP Advisors first reported a position in DMAX in Q2 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold DMAX as of Q3 2026.

IFP Advisors held 80 shares of iShares Large Cap Max Buffer Dec ETF worth $2.23K as of Q3 2026.
IFP Advisors left its iShares Large Cap Max Buffer Dec ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Dec ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4176 holding.
IFP Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.