PFGIA
DMAX

Patriot Financial Group Insurance Agency’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Patriot Financial Group Insurance Agency’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
-7,706
Closed -$205K – 718
2026
Q1 		$205K Buy
+7,706
New +$206K 0.01% 661

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
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
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DMAX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q2 2026, closing a stake of 7,706 shares — an estimated $205K sold.

Patriot Financial Group Insurance Agency first reported a position in DMAX in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 29 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,706 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $205K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares Large Cap Max Buffer Dec ETF position peaked at $205K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.