Ashton Thomas Private Wealth’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Ashton Thomas Private Wealth’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	$3.17M	Sell	107,496 -81	-0.1%	-$2.38K	0.06%	296
2026 Q2	$3.13M	Buy	107,577 +32,884	+44%	+$948K	0.07%	293
2026 Q1	$2.1M	Buy	74,693 +2,928	+4%	+$82.8K	0.05%	350
2025 Q4	$2.02M	Buy	71,765 +11,296	+19%	+$319K	0.05%	319
2025 Q3	$1.7M	Buy	+60,469	New	+$1.68M	0.04%	354

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

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Ashton Thomas Private Wealth's MAXJ Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 0.08% in Q3 2026, selling an estimated $2.38K and leaving 107,496 shares worth $3.17M. The position accounts for 0.06% of the portfolio, ranked #296.

Ashton Thomas Private Wealth first reported a position in MAXJ in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

Ashton Thomas Private Wealth held 107,496 shares of iShares Large Cap Max Buffer Jun ETF worth $3.17M as of Q3 2026.
Ashton Thomas Private Wealth sold 81 iShares Large Cap Max Buffer Jun ETF shares in Q3 2026, an estimated $2.38K.
iShares Large Cap Max Buffer Jun ETF made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #296 holding.
Ashton Thomas Private Wealth first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.