ATS
MAXJ

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

Ashton Thomas Securities’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 		$2.59M Buy
+92,109
New +$2.61M 0.33% 82
2025
Q4 		– Sell
-83,829
Closed -$2.35M – 421
2025
Q3 		$2.35M Buy
+83,829
New +$2.33M 0.33% 76

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
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 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 Securities's MAXJ Position: Q1 2026 in Review

Ashton Thomas Securities opened a new position in iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q1 2026: 92,109 shares worth $2.59M. The stake represents 0.33% of the portfolio and ranks #82 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in MAXJ as recently as Q3 2025.

Ashton Thomas Securities first reported a position in MAXJ in Q3 2025 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Ashton Thomas Securities held 92,109 shares of iShares Large Cap Max Buffer Jun ETF worth $2.59M as of Q1 2026.
  • iShares Large Cap Max Buffer Jun ETF was a new Ashton Thomas Securities position in Q1 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.33% of Ashton Thomas Securities's portfolio in Q1 2026, its #82 holding.
  • Ashton Thomas Securities first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 2 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 Securities's 13F filing for Q1 2026, filed 18 May 2026.