BIP Wealth’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

BIP Wealth’s Portfolio MMAX Stock Details MMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.8M	Sell	288,154 -10,005	-3%	-$269K	0.22%	87
2026 Q1	$7.92M	Buy	298,159 +194,641	+188%	+$5.14M	0.32%	65
2025 Q4	$2.72M	Buy	+103,518	New	+$2.72M	0.1%	123

Other funds holding MMAX

Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

BIP Wealth's MMAX Position: Q2 2026 in Review

BIP Wealth reduced its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 3.4% in Q2 2026, selling an estimated $269K and leaving 288,154 shares worth $7.8M. The position accounts for 0.22% of the portfolio, ranked #87.

BIP Wealth first reported a position in MMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.92M in Q1 2026. 19 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

BIP Wealth held 288,154 shares of iShares Large Cap Max Buffer Mar ETF worth $7.8M as of Q2 2026.
BIP Wealth sold 10,005 iShares Large Cap Max Buffer Mar ETF shares in Q2 2026, an estimated $269K.
iShares Large Cap Max Buffer Mar ETF made up 0.22% of BIP Wealth's portfolio in Q2 2026, its #87 holding.
BIP Wealth first reported a position in iShares Large Cap Max Buffer Mar ETF in Q4 2025 and has held it in 3 quarters since.
BIP Wealth's iShares Large Cap Max Buffer Mar ETF position peaked at $7.92M in Q1 2026.
19 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

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