Envestnet Asset Management’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Envestnet Asset Management’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	$388K	Sell	14,358 -234	-2%	-$6.3K	﹤0.01%	4270
2026 Q1	$388K	Buy	+14,592	New	+$385K	﹤0.01%	4111
2025 Q4	–	Sell	-24,663	Closed	-$644K	–	4721
2025 Q3	$644K	Sell	24,663 -96	-0.4%	-$2.49K	﹤0.01%	3582
2025 Q2	$636K	Buy	+24,759	New	+$625K	﹤0.01%	3527

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Envestnet Asset Management's MMAX Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 1.6% in Q2 2026, selling an estimated $6.3K and leaving 14,358 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #4270.

Envestnet Asset Management first reported a position in MMAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $644K in Q3 2025. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

Envestnet Asset Management held 14,358 shares of iShares Large Cap Max Buffer Mar ETF worth $388K as of Q2 2026.
Envestnet Asset Management sold 234 iShares Large Cap Max Buffer Mar ETF shares in Q2 2026, an estimated $6.3K.
iShares Large Cap Max Buffer Mar ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4270 holding.
Envestnet Asset Management first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 4 quarters since.
Envestnet Asset Management's iShares Large Cap Max Buffer Mar ETF position peaked at $644K in Q3 2025.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.