Envestnet Asset Management

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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.11B AUM 25.58% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return