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

Parallel 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 Q2	–	Sell	-600	Closed	-$15.9K	–	4094
2026 Q1	$15.9K	Hold	600	–	–	﹤0.01%	2570
2025 Q4	$16K	Hold	600	–	–	﹤0.01%	2413
2025 Q3	$15.9K	Hold	600	–	–	﹤0.01%	2365
2025 Q2	$15.5K	Buy	+600	New	+$15.1K	﹤0.01%	2298

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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 $382M AUM 8.35% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Parallel Advisors's DMAX Position: Q2 2026 in Review

Parallel Advisors sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q2 2026, closing a stake of 600 shares — an estimated $15.9K sold.

Parallel Advisors first reported a position in DMAX in Q2 2025 and held it in 4 quarters. The position peaked at $16K in Q4 2025. 45 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

Parallel Advisors reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q2 2026 after selling out during the quarter.
Parallel Advisors sold 600 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $15.9K.
Parallel Advisors first reported a position in iShares Large Cap Max Buffer Dec ETF in Q2 2025 and held it in 4 quarters.
Parallel Advisors's iShares Large Cap Max Buffer Dec ETF position peaked at $16K in Q4 2025.
45 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.