JSA
MMAX

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return

Jim Saulnier & Associates's MMAX Position: Q1 2026 in Review

Jim Saulnier & Associates held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q1 2026 at 101,581 shares worth $2.7M. The position accounts for 1.31% of the portfolio, ranked #22.

Jim Saulnier & Associates first reported a position in MMAX in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold MMAX as of Q1 2026.

  • Jim Saulnier & Associates held 101,581 shares of iShares Large Cap Max Buffer Mar ETF worth $2.7M as of Q1 2026.
  • Jim Saulnier & Associates left its iShares Large Cap Max Buffer Mar ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Mar ETF made up 1.31% of Jim Saulnier & Associates's portfolio in Q1 2026, its #22 holding.
  • Jim Saulnier & Associates first reported a position in iShares Large Cap Max Buffer Mar ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.