ATPW
MAXJ

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
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

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Ashton Thomas Private Wealth's MAXJ Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 4.1% in Q1 2026, buying an estimated $82.8K and bringing the position to 74,693 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #350.

Ashton Thomas Private Wealth first reported a position in MAXJ in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Ashton Thomas Private Wealth held 74,693 shares of iShares Large Cap Max Buffer Jun ETF worth $2.1M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 2,928 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $82.8K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.05% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #350 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 3 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.