MMAX β€” ISHARES LARGE CAP MAX BUFFER MAR ETF

Ownership history in Strategic Blueprint, LLC  Β·  2 quarters on record

AI Ownership Summary

Strategic Blueprint, LLC reported ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.4% in 2025 Q2. The latest visible filing shows MMAX at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MMAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Blueprint, LLC's position in ISHARES LARGE CAP MAX BUFFER MAR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MMAX was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Blueprint, LLC held MMAX β€” position size vs. price
% of Fund (quarterly)    MMAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 112,273 -208,627 -65.0% 0.13% $2.9M 2025-10-23 $25.85
2025 Q2 INITIATED 320,900 β€” β€” 0.40% $8.2M 2025-07-30 $25.50

🏒 Other funds also holding MMAX

As of 2026 Q1 β€” sorted by position size

FC Advisory LLC 3Y 7Y 0.52% Farther Finance Advisors, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Strategic Blueprint, LLC and MMAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Blueprint, LLC reported owning MMAX?

Strategic Blueprint, LLC reported MMAX across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported MMAX position in Strategic Blueprint, LLC's portfolio?

The largest reported portfolio weight for MMAX was 0.40% in 2025 Q2.

What is the latest reported MMAX position on this page?

The most recent filing on this page is 2025 Q3, when Strategic Blueprint, LLC reported 112,273 shares, equal to 0.13% of portfolio, with an estimated market value of $2.9M.

What does the chart on this MMAX ownership page compare?

The chart compares Strategic Blueprint, LLC's quarterly MMAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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