CA
MMAX

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
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

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

Crewe Advisors's MMAX Position: Q1 2026 in Review

Crewe Advisors held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q1 2026 at 61,748 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #68.

Crewe 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.

  • Crewe Advisors held 61,748 shares of iShares Large Cap Max Buffer Mar ETF worth $1.64M as of Q1 2026.
  • Crewe 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 0.14% of Crewe Advisors's portfolio in Q1 2026, its #68 holding.
  • Crewe 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 Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.