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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
Q2 		$6K Buy
206
+120
+140% +$3.46K ﹤0.01% 2452
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

BW
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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

AE Wealth Management's MAXJ Position: Q2 2026 in Review

AE Wealth Management increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 140% in Q2 2026, buying an estimated $3.46K and bringing the position to 206 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

AE Wealth Management first reported a position in MAXJ in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • AE Wealth Management held 206 shares of iShares Large Cap Max Buffer Jun ETF worth $6K as of Q2 2026.
  • AE Wealth Management bought 120 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $3.46K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2452 holding.
  • AE Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.