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 Q2	$5.23M	Buy	193,208 +39,314	+26%	+$1.06M	0.41%	26
2026 Q1	$4.09M	Sell	153,894 -2,941	-2%	-$77.6K	0.36%	27
2025 Q4	$4.11M	Sell	156,835 -1,269	-0.8%	-$33.3K	0.33%	27
2025 Q3	$4.13M	Buy	158,104 +5,780	+4%	+$150K	0.34%	28
2025 Q2	$3.91M	Buy	+152,324	New	+$3.85M	0.35%	29

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

J.L. Bainbridge & Co's MMAX Position: Q2 2026 in Review

J.L. Bainbridge & Co increased its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 26% in Q2 2026, buying an estimated $1.06M and bringing the position to 193,208 shares worth $5.23M. The position accounts for 0.41% of the portfolio, ranked #26.

J.L. Bainbridge & Co first reported a position in MMAX in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

J.L. Bainbridge & Co held 193,208 shares of iShares Large Cap Max Buffer Mar ETF worth $5.23M as of Q2 2026.
J.L. Bainbridge & Co bought 39,314 iShares Large Cap Max Buffer Mar ETF shares in Q2 2026, an estimated $1.06M.
iShares Large Cap Max Buffer Mar ETF made up 0.41% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #26 holding.
J.L. Bainbridge & Co first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.