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

ARS Wealth Advisors Group’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	$234K	Hold	7,939	–	–	0.02%	201
2026 Q2	$231K	Hold	7,939	–	–	0.02%	209
2026 Q1	$224K	Hold	7,939	–	–	0.02%	192
2025 Q4	$224K	Hold	7,939	–	–	0.02%	179
2025 Q3	$223K	Hold	7,939	–	–	0.02%	181
2025 Q2	$218K	Hold	7,939	–	–	0.03%	176
2025 Q1	$205K	Hold	7,939	–	–	0.03%	155
2024 Q4	$207K	Hold	7,939	–	–	0.03%	153
2024 Q3	$206K	Buy	+7,939	New	+$202K	0.03%	164

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

ARS Wealth Advisors Group's MAXJ Position: Q3 2026 in Review

ARS Wealth Advisors Group held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q3 2026 at 7,939 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #201.

ARS Wealth Advisors Group first reported a position in MAXJ in Q3 2024 and has held it in 9 quarters since. 45 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

ARS Wealth Advisors Group held 7,939 shares of iShares Large Cap Max Buffer Jun ETF worth $234K as of Q3 2026.
ARS Wealth Advisors Group left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Jun ETF made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #201 holding.
ARS Wealth Advisors Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 9 quarters since.
45 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.