CAPTRUST Financial Advisors
MMAX

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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
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

CAPTRUST Financial Advisors's MMAX Position: Q1 2026 in Review

CAPTRUST Financial Advisors held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q1 2026 at 14,741 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2197.

CAPTRUST Financial Advisors first reported a position in MMAX in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold MMAX as of Q1 2026.

  • CAPTRUST Financial Advisors held 14,741 shares of iShares Large Cap Max Buffer Mar ETF worth $392K as of Q1 2026.
  • CAPTRUST Financial Advisors left its iShares Large Cap Max Buffer Mar ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Mar ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2197 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.