JLBC
DMAX

J.L. Bainbridge & Co’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

J.L. Bainbridge & Co’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 		$15.9M Sell
581,471
-100,626
-15% -$2.73M 1.25% 21
2026
Q1 		$18.1M Buy
+682,097
New +$18.2M 1.61% 22

Other funds holding DMAX

CWG
Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

J.L. Bainbridge & Co's DMAX Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 15% in Q2 2026, selling an estimated $2.73M and leaving 581,471 shares worth $15.9M. The position accounts for 1.25% of the portfolio, ranked #21.

J.L. Bainbridge & Co first reported a position in DMAX in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.1M in Q1 2026. 11 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • J.L. Bainbridge & Co held 581,471 shares of iShares Large Cap Max Buffer Dec ETF worth $15.9M as of Q2 2026.
  • J.L. Bainbridge & Co sold 100,626 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $2.73M.
  • iShares Large Cap Max Buffer Dec ETF made up 1.25% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #21 holding.
  • J.L. Bainbridge & Co first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2026 and has held it in 2 quarters since.
  • J.L. Bainbridge & Co's iShares Large Cap Max Buffer Dec ETF position peaked at $18.1M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.