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
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

BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
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
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Ashton Thomas Private Wealth's MAXJ Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 44% in Q2 2026, buying an estimated $948K and bringing the position to 107,577 shares worth $3.13M. The position accounts for 0.07% of the portfolio, ranked #293.

Ashton Thomas Private Wealth first reported a position in MAXJ in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Ashton Thomas Private Wealth held 107,577 shares of iShares Large Cap Max Buffer Jun ETF worth $3.13M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 32,884 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $948K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #293 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 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.