AF
MAXJ

Allworth Financial’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Allworth Financial’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
2025
Q1 		– Sell
-800
Closed -$21.2K – 4193
2024
Q4 		$21.2K Hold
800
– – ﹤0.01% 2053
2024
Q3 		$20.8K Buy
+800
New +$20.4K ﹤0.01% 1892

Other funds holding MAXJ

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Allworth Financial's MAXJ Position: Q1 2025 in Review

Allworth Financial sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q1 2025, closing a stake of 800 shares — an estimated $21.2K sold.

Allworth Financial first reported a position in MAXJ in Q3 2024 and held it in 2 quarters. The position peaked at $21.2K in Q4 2024. 38 funds tracked by Wall St. Rank hold MAXJ as of Q1 2025.

  • Allworth Financial reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 800 iShares Large Cap Max Buffer Jun ETF shares in Q1 2025, an estimated $21.2K.
  • Allworth Financial first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and held it in 2 quarters.
  • Allworth Financial's iShares Large Cap Max Buffer Jun ETF position peaked at $21.2K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.