PWPS
MMAX

Pinnacle Wealth Planning Services’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

Pinnacle Wealth Planning Services’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 		$146K Hold
5,497
– – 0.02% 602
2025
Q4 		$144K Buy
+5,497
New +$144K 0.02% 612

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
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 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

Pinnacle Wealth Planning Services's MMAX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q1 2026 at 5,497 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #602.

Pinnacle Wealth Planning Services first reported a position in MMAX in Q4 2025 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold MMAX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,497 shares of iShares Large Cap Max Buffer Mar ETF worth $146K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its iShares Large Cap Max Buffer Mar ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Mar ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #602 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Large Cap Max Buffer Mar ETF in Q4 2025 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.