Middleton & Co’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Middleton & 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	$323K	Sell	11,800 -3,550	-23%	-$96.3K	0.03%	140
2026 Q1	$408K	Buy	15,350 +5,800	+61%	+$155K	0.05%	123
2025 Q4	$255K	Hold	9,550	–	–	0.03%	146
2025 Q3	$252K	Hold	9,550	–	–	0.03%	146
2025 Q2	$246K	Hold	9,550	–	–	0.03%	142
2025 Q1	$238K	Buy	+9,550	New	+$240K	0.03%	144

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

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

Middleton & Co's DMAX Position: Q2 2026 in Review

Middleton & Co reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 23% in Q2 2026, selling an estimated $96.3K and leaving 11,800 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #140.

Middleton & Co first reported a position in DMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $408K in Q1 2026. 45 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Middleton & Co held 11,800 shares of iShares Large Cap Max Buffer Dec ETF worth $323K as of Q2 2026.
Middleton & Co sold 3,550 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $96.3K.
iShares Large Cap Max Buffer Dec ETF made up 0.03% of Middleton & Co's portfolio in Q2 2026, its #140 holding.
Middleton & Co first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and has held it in 6 quarters since.
Middleton & Co's iShares Large Cap Max Buffer Dec ETF position peaked at $408K in Q1 2026.
45 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.