Grantvest Financial Group’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Grantvest Financial Group’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	$289K	Hold	10,674	–	–	0.17%	145
2026 Q1	$284K	Sell	10,674 -1,000	-9%	-$26.4K	0.18%	133
2025 Q4	$306K	Buy	11,674 +11	+0.1%	+$289	0.2%	122
2025 Q3	$305K	Sell	11,663 -28,340	-71%	-$734K	0.21%	115
2025 Q2	$1.03M	Buy	+40,003	New	+$1.01M	0.76%	31

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

Grantvest Financial Group's MMAX Position: Q2 2026 in Review

Grantvest Financial Group held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q2 2026 at 10,674 shares worth $289K. The position accounts for 0.17% of the portfolio, ranked #145.

Grantvest Financial Group first reported a position in MMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q2 2025. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

Grantvest Financial Group held 10,674 shares of iShares Large Cap Max Buffer Mar ETF worth $289K as of Q2 2026.
Grantvest Financial Group left its iShares Large Cap Max Buffer Mar ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Mar ETF made up 0.17% of Grantvest Financial Group's portfolio in Q2 2026, its #145 holding.
Grantvest Financial Group first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 5 quarters since.
Grantvest Financial Group's iShares Large Cap Max Buffer Mar ETF position peaked at $1.03M in Q2 2025.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.