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 Q2	$149K	Hold	5,497	–	–	0.01%	668
2026 Q1	$146K	Hold	5,497	–	–	0.02%	602
2025 Q4	$144K	Buy	+5,497	New	+$144K	0.02%	612

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

Pinnacle Wealth Planning Services's MMAX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its iShares Large Cap Max Buffer Mar ETF (MMAX) position steady in Q2 2026 at 5,497 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #668.

Pinnacle Wealth Planning Services 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.

Pinnacle Wealth Planning Services held 5,497 shares of iShares Large Cap Max Buffer Mar ETF worth $149K as of Q2 2026.
Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #668 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 3 quarters since.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.