Ashton Thomas Securities
MAXJ icon

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
Q3 		$760K Buy
+25,776
New +$756K 0.08% 201
2026
Q2 		– Sell
-92,109
Closed -$2.59M – 503
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

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Ashton Thomas Securities's MAXJ Position: Q3 2026 in Review

Ashton Thomas Securities opened a new position in iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q3 2026: 25,776 shares worth $760K. The stake represents 0.08% of the portfolio and ranks #201 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in MAXJ as recently as Q1 2026.

Ashton Thomas Securities first reported a position in MAXJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.59M in Q1 2026. 24 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

  • Ashton Thomas Securities held 25,776 shares of iShares Large Cap Max Buffer Jun ETF worth $760K as of Q3 2026.
  • iShares Large Cap Max Buffer Jun ETF was a new Ashton Thomas Securities position in Q3 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.08% of Ashton Thomas Securities's portfolio in Q3 2026, its #201 holding.
  • Ashton Thomas Securities first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 3 quarters since.
  • Ashton Thomas Securities's iShares Large Cap Max Buffer Jun ETF position peaked at $2.59M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.