Kovack Advisors’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Kovack Advisors’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	$275K	Hold	10,174	–	–	0.01%	838
2026 Q1	$270K	Hold	10,174	–	–	0.01%	794
2025 Q4	$267K	Buy	+10,174	New	+$267K	0.01%	799

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

Kovack Advisors's MMAX Position: Q2 2026 in Review

Kovack Advisors held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q2 2026 at 10,174 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #838.

Kovack Advisors first reported a position in MMAX in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold MMAX as of Q2 2026.

Kovack Advisors held 10,174 shares of iShares Large Cap Max Buffer Mar ETF worth $275K as of Q2 2026.
Kovack Advisors left its iShares Large Cap Max Buffer Mar ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Mar ETF made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #838 holding.
Kovack Advisors first reported a position in iShares Large Cap Max Buffer Mar ETF in Q4 2025 and has held it in 3 quarters since.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.