ARS Investment Partners’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

ARS Investment Partners’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	$290K	Hold	9,960	–	–	0.01%	162
2026 Q1	$280K	Hold	9,960	–	–	0.01%	158
2025 Q4	$281K	Hold	9,960	–	–	0.02%	158
2025 Q3	$279K	Hold	9,960	–	–	0.02%	159
2025 Q2	$274K	Hold	9,960	–	–	0.02%	154
2025 Q1	$260K	Hold	9,960	–	–	0.02%	146
2024 Q4	$260K	Hold	9,960	–	–	0.02%	146
2024 Q3	$259K	Buy	+9,960	New	+$254K	0.02%	140

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

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ARS Investment Partners's MAXJ Position: Q2 2026 in Review

ARS Investment Partners held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 9,960 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #162.

ARS Investment Partners first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

ARS Investment Partners held 9,960 shares of iShares Large Cap Max Buffer Jun ETF worth $290K as of Q2 2026.
ARS Investment Partners left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Jun ETF made up 0.01% of ARS Investment Partners's portfolio in Q2 2026, its #162 holding.
ARS Investment Partners first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.