BW
MMAX

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

BIP Wealth's MMAX Position: Q1 2026 in Review

BIP Wealth increased its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 188% in Q1 2026, buying an estimated $5.14M and bringing the position to 298,159 shares worth $7.92M. The position accounts for 0.32% of the portfolio, ranked #65.

BIP Wealth first reported a position in MMAX in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold MMAX as of Q1 2026.

  • BIP Wealth held 298,159 shares of iShares Large Cap Max Buffer Mar ETF worth $7.92M as of Q1 2026.
  • BIP Wealth bought 194,641 iShares Large Cap Max Buffer Mar ETF shares in Q1 2026, an estimated $5.14M.
  • iShares Large Cap Max Buffer Mar ETF made up 0.32% of BIP Wealth's portfolio in Q1 2026, its #65 holding.
  • BIP Wealth first reported a position in iShares Large Cap Max Buffer Mar ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.