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 Q1	$448K	Buy	+16,859	New	+$450K	0.01%	531

Other funds holding DMAX

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Sagespring Wealth Partners's DMAX Position: Q1 2026 in Review

Sagespring Wealth Partners opened a new position in iShares Large Cap Max Buffer Dec ETF (DMAX) in Q1 2026: 16,859 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #531 among its holdings.

43 funds tracked by Wall St. Rank hold DMAX as of Q1 2026.

Sagespring Wealth Partners held 16,859 shares of iShares Large Cap Max Buffer Dec ETF worth $448K as of Q1 2026.
iShares Large Cap Max Buffer Dec ETF was a new Sagespring Wealth Partners position in Q1 2026.
iShares Large Cap Max Buffer Dec ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #531 holding.
43 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.