CAPTRUST Financial Advisors’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

CAPTRUST Financial Advisors’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	$882K	Buy	32,611 +17,870	+121%	+$481K	﹤0.01%	1814
2026 Q1	$392K	Hold	14,741	–	–	﹤0.01%	2197
2025 Q4	$387K	Hold	14,741	–	–	﹤0.01%	2061
2025 Q3	$385K	Hold	14,741	–	–	﹤0.01%	1998
2025 Q2	$379K	Buy	+14,741	New	+$372K	﹤0.01%	1907

Other funds holding MMAX

PCG

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

JLBC

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

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

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

OMC

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

CAPTRUST Financial Advisors's MMAX Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 121% in Q2 2026, buying an estimated $481K and bringing the position to 32,611 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

CAPTRUST Financial Advisors first reported a position in MMAX in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

CAPTRUST Financial Advisors held 32,611 shares of iShares Large Cap Max Buffer Mar ETF worth $882K as of Q2 2026.
CAPTRUST Financial Advisors bought 17,870 iShares Large Cap Max Buffer Mar ETF shares in Q2 2026, an estimated $481K.
iShares Large Cap Max Buffer Mar ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1814 holding.
CAPTRUST Financial Advisors first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.