Integrated Wealth Concepts’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Integrated Wealth Concepts’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	$16.2K	Buy	+600	New	+$16.1K	﹤0.01%	4237

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

Integrated Wealth Concepts's MMAX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in iShares Large Cap Max Buffer Mar ETF (MMAX) in Q2 2026: 600 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #4237 among its holdings.

20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

Integrated Wealth Concepts held 600 shares of iShares Large Cap Max Buffer Mar ETF worth $16.2K as of Q2 2026.
iShares Large Cap Max Buffer Mar ETF was a new Integrated Wealth Concepts position in Q2 2026.
iShares Large Cap Max Buffer Mar ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4237 holding.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.