AWA
MAXJ

Amplius Wealth Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Amplius Wealth Advisors’s Portfolio MAXJ Stock Details MAXJ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.18M Sell
43,048
-679,927
-94% -$18.7M 0.11% 74
2025
Q1 		$18.6M Sell
722,975
-208,292
-22% -$5.37M 1.94% 17
2024
Q4 		$24.3M Buy
+931,267
New +$24.3M 2.5% 14