Blue Trust Inc’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Blue Trust Inc’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 Q3	–	Sell	-1,457	Closed	-$39.4K	–	2825
2026 Q2	$39.4K	Buy	+1,457	New	+$39.2K	﹤0.01%	1443

Other funds holding MMAX

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

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

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc's MMAX Position: Q3 2026 in Review

Blue Trust Inc sold out of iShares Large Cap Max Buffer Mar ETF (MMAX) in Q3 2026, closing a stake of 1,457 shares — an estimated $39.4K sold.

Blue Trust Inc first reported a position in MMAX in Q2 2026 and held it in 1 quarter. The position peaked at $39.4K in Q2 2026. 9 funds tracked by Wall St. Rank hold MMAX as of Q3 2026.

Blue Trust Inc reported no remaining iShares Large Cap Max Buffer Mar ETF position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 1,457 iShares Large Cap Max Buffer Mar ETF shares in Q3 2026, an estimated $39.4K.
Blue Trust Inc first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2026 and held it in 1 quarter.
Blue Trust Inc's iShares Large Cap Max Buffer Mar ETF position peaked at $39.4K in Q2 2026.
9 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.