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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$706K Sell
24,249
-2,003
-8% -$57.8K 0.05% 100
2026
Q1 		$739K Sell
26,252
-2,815
-10% -$79.6K 0.06% 87
2025
Q4 		$820K Hold
29,067
– – 0.07% 78
2025
Q3 		$815K Sell
29,067
-13,981
-32% -$388K 0.07% 79
2025
Q2 		$1.18M Sell
43,048
-679,927
-94% -$17.8M 0.11% 74
2025
Q1 		$18.6M Sell
722,975
-208,292
-22% -$5.46M 1.94% 17
2024
Q4 		$24.3M Buy
+931,267
New +$24.4M 2.5% 14

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Amplius Wealth Advisors's MAXJ Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 7.6% in Q2 2026, selling an estimated $57.8K and leaving 24,249 shares worth $706K. The position accounts for 0.05% of the portfolio, ranked #100.

Amplius Wealth Advisors first reported a position in MAXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3M in Q4 2024. 12 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Amplius Wealth Advisors held 24,249 shares of iShares Large Cap Max Buffer Jun ETF worth $706K as of Q2 2026.
  • Amplius Wealth Advisors sold 2,003 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $57.8K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Amplius Wealth Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 7 quarters since.
  • Amplius Wealth Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $24.3M in Q4 2024.
  • 12 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.