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

Crewe 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	$1.29M	Sell	47,527 -14,221	-23%	-$383K	0.09%	79
2026 Q1	$1.64M	Hold	61,748	–	–	0.14%	68
2025 Q4	$1.62M	Hold	61,748	–	–	0.14%	63
2025 Q3	$1.61M	Hold	61,748	–	–	0.15%	66
2025 Q2	$1.59M	Buy	+61,748	New	+$1.56M	0.22%	52

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

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

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

Crewe Advisors's MMAX Position: Q2 2026 in Review

Crewe Advisors reduced its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 23% in Q2 2026, selling an estimated $383K and leaving 47,527 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #79.

Crewe Advisors first reported a position in MMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.64M in Q1 2026. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

Crewe Advisors held 47,527 shares of iShares Large Cap Max Buffer Mar ETF worth $1.29M as of Q2 2026.
Crewe Advisors sold 14,221 iShares Large Cap Max Buffer Mar ETF shares in Q2 2026, an estimated $383K.
iShares Large Cap Max Buffer Mar ETF made up 0.09% of Crewe Advisors's portfolio in Q2 2026, its #79 holding.
Crewe Advisors first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 5 quarters since.
Crewe Advisors's iShares Large Cap Max Buffer Mar ETF position peaked at $1.64M in Q1 2026.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.