GFG
MMAX

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
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

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
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 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

Grantvest Financial Group's MMAX Position: Q1 2026 in Review

Grantvest Financial Group reduced its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 8.6% in Q1 2026, selling an estimated $26.4K and leaving 10,674 shares worth $284K. The position accounts for 0.18% of the portfolio, ranked #133.

Grantvest Financial Group first reported a position in MMAX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2025. 17 funds tracked by Wall St. Rank hold MMAX as of Q1 2026.

  • Grantvest Financial Group held 10,674 shares of iShares Large Cap Max Buffer Mar ETF worth $284K as of Q1 2026.
  • Grantvest Financial Group sold 1,000 iShares Large Cap Max Buffer Mar ETF shares in Q1 2026, an estimated $26.4K.
  • iShares Large Cap Max Buffer Mar ETF made up 0.18% of Grantvest Financial Group's portfolio in Q1 2026, its #133 holding.
  • Grantvest Financial Group first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 4 quarters since.
  • Grantvest Financial Group's iShares Large Cap Max Buffer Mar ETF position peaked at $1.03M in Q2 2025.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.