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
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

PCG
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OMC
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. 20 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.
  • 20 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.