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 Q3	$214K	Sell	7,252 -16,997	-70%	-$499K	0.01%	207
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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Amplius Wealth Advisors's MAXJ Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 70% in Q3 2026, selling an estimated $499K and leaving 7,252 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #207.

Amplius Wealth Advisors first reported a position in MAXJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $24.3M in Q4 2024. 48 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

Amplius Wealth Advisors held 7,252 shares of iShares Large Cap Max Buffer Jun ETF worth $214K as of Q3 2026.
Amplius Wealth Advisors sold 16,997 iShares Large Cap Max Buffer Jun ETF shares in Q3 2026, an estimated $499K.
iShares Large Cap Max Buffer Jun ETF made up 0.01% of Amplius Wealth Advisors's portfolio in Q3 2026, its #207 holding.
Amplius Wealth Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 8 quarters since.
Amplius Wealth Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $24.3M in Q4 2024.
48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.