UBS Group
MMAX

UBS Group’s iShares Large Cap Max Buffer Mar ETF MMAX Stock Holding History

UBS Group’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 		– Sell
-865
Closed -$22.7K – 11555
2025
Q4 		$22.7K Sell
865
-327
-27% -$8.59K ﹤0.01% 7695
2025
Q3 		$31.1K Buy
+1,192
New +$30.9K ﹤0.01% 7874

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

UBS Group's MMAX Position: Q1 2026 in Review

UBS Group sold out of iShares Large Cap Max Buffer Mar ETF (MMAX) in Q1 2026, closing a stake of 865 shares — an estimated $22.7K sold.

UBS Group first reported a position in MMAX in Q3 2025 and held it in 2 quarters. The position peaked at $31.1K in Q3 2025. 17 funds tracked by Wall St. Rank hold MMAX as of Q1 2026.

  • UBS Group reported no remaining iShares Large Cap Max Buffer Mar ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 865 iShares Large Cap Max Buffer Mar ETF shares in Q1 2026, an estimated $22.7K.
  • UBS Group first reported a position in iShares Large Cap Max Buffer Mar ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's iShares Large Cap Max Buffer Mar ETF position peaked at $31.1K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Mar ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.