Jim Saulnier & Associates’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Jim Saulnier & Associates’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	$2.24M	Sell	82,922 -18,659	-18%	-$502K	0.9%	24
2026 Q1	$2.7M	Hold	101,581	–	–	1.31%	22
2025 Q4	$2.66M	Buy	101,581 +1,317	+1%	+$34.6K	1.38%	17
2025 Q3	$2.62M	Hold	100,264	–	–	1.46%	17
2025 Q2	$2.58M	Buy	+100,264	New	+$2.53M	1.76%	15

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

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

Jim Saulnier & Associates's MMAX Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its iShares Large Cap Max Buffer Mar ETF (MMAX) stake by 18% in Q2 2026, selling an estimated $502K and leaving 82,922 shares worth $2.24M. The position accounts for 0.9% of the portfolio, ranked #24.

Jim Saulnier & Associates first reported a position in MMAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.7M in Q1 2026. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

Jim Saulnier & Associates held 82,922 shares of iShares Large Cap Max Buffer Mar ETF worth $2.24M as of Q2 2026.
Jim Saulnier & Associates sold 18,659 iShares Large Cap Max Buffer Mar ETF shares in Q2 2026, an estimated $502K.
iShares Large Cap Max Buffer Mar ETF made up 0.9% of Jim Saulnier & Associates's portfolio in Q2 2026, its #24 holding.
Jim Saulnier & Associates first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 5 quarters since.
Jim Saulnier & Associates's iShares Large Cap Max Buffer Mar ETF position peaked at $2.7M in Q1 2026.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.