IFP Advisors’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

IFP 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 Q3	$4.26K	Hold	155	–	–	﹤0.01%	3902
2026 Q2	$4.19K	Hold	155	–	–	﹤0.01%	3887
2026 Q1	$4.12K	Buy	155 +105	+210%	+$2.77K	﹤0.01%	3634
2025 Q4	$1.31K	Hold	50	–	–	﹤0.01%	3979
2025 Q3	$1.31K	Hold	50	–	–	﹤0.01%	3845
2025 Q2	$1.28K	Buy	+50	New	+$1.26K	﹤0.01%	4111

Other funds holding MMAX

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

IFP Advisors's MMAX Position: Q3 2026 in Review

IFP Advisors held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q3 2026 at 155 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3902.

IFP Advisors first reported a position in MMAX in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold MMAX as of Q3 2026.

IFP Advisors held 155 shares of iShares Large Cap Max Buffer Mar ETF worth $4.26K as of Q3 2026.
IFP Advisors left its iShares Large Cap Max Buffer Mar ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Mar ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3902 holding.
IFP Advisors first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.