J.L. Bainbridge & Co’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

J.L. Bainbridge & Co’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	$4.09M	Sell	153,894 -2,941	-2%	-$77.6K	0.37%	27
2025 Q4	$4.11M	Sell	156,835 -1,269	-0.8%	-$33.3K	0.34%	27
2025 Q3	$4.13M	Buy	158,104 +5,780	+4%	+$150K	0.35%	28
2025 Q2	$3.91M	Buy	+152,324	New	+$3.85M	0.36%	29

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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