SCA
DMAX

Stuart Chaussee & Associates’s iShares Large Cap Max Buffer Dec ETF DMAX Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-13,950
Closed -$369K – 173
2025
Q3 		$369K Sell
13,950
-1,050
-7% -$27.4K 0.08% 35
2025
Q2 		$387K Hold
15,000
– – 0.09% 33
2025
Q1 		$374K Buy
+15,000
New +$377K 0.09% 28

Other funds holding DMAX

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
CWG
Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
AFP
ATX Financial Planning Austin, Texas $132M AUM

Stuart Chaussee & Associates's DMAX Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Large Cap Max Buffer Dec ETF (DMAX) in Q4 2025, closing a stake of 13,950 shares — an estimated $369K sold.

Stuart Chaussee & Associates first reported a position in DMAX in Q1 2025 and held it in 3 quarters. The position peaked at $387K in Q2 2025. 30 funds tracked by Wall St. Rank hold DMAX as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining iShares Large Cap Max Buffer Dec ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 13,950 iShares Large Cap Max Buffer Dec ETF shares in Q4 2025, an estimated $369K.
  • Stuart Chaussee & Associates first reported a position in iShares Large Cap Max Buffer Dec ETF in Q1 2025 and held it in 3 quarters.
  • Stuart Chaussee & Associates's iShares Large Cap Max Buffer Dec ETF position peaked at $387K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Dec ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.