AWM
MAXJ

AE Wealth Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

AE Wealth Management’s Portfolio MAXJ Stock Details MAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42K Hold
86
– – ﹤0.01% 2457
2025
Q4 		$2.42K Hold
86
– – ﹤0.01% 2318
2025
Q3 		$2.41K Buy
+86
New +$2.39K ﹤0.01% 2153

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

AE Wealth Management's MAXJ Position: Q1 2026 in Review

AE Wealth Management held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q1 2026 at 86 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

AE Wealth Management first reported a position in MAXJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.42K in Q4 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • AE Wealth Management held 86 shares of iShares Large Cap Max Buffer Jun ETF worth $2.42K as of Q1 2026.
  • AE Wealth Management left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2457 holding.
  • AE Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's iShares Large Cap Max Buffer Jun ETF position peaked at $2.42K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.