SWP
DMAX

Sagespring Wealth Partners’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Sagespring Wealth Partners’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 		$451K Sell
16,492
-367
-2% -$9.95K 0.01% 560
2026
Q1 		$448K Buy
+16,859
New +$450K 0.01% 531

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

Sagespring Wealth Partners's DMAX Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares Large Cap Max Buffer Dec ETF (DMAX) stake by 2.2% in Q2 2026, selling an estimated $9.95K and leaving 16,492 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #560.

Sagespring Wealth Partners first reported a position in DMAX in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold DMAX as of Q2 2026.

  • Sagespring Wealth Partners held 16,492 shares of iShares Large Cap Max Buffer Dec ETF worth $451K as of Q2 2026.
  • Sagespring Wealth Partners sold 367 iShares Large Cap Max Buffer Dec ETF shares in Q2 2026, an estimated $9.95K.
  • iShares Large Cap Max Buffer Dec ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #560 holding.
  • Sagespring Wealth Partners first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.