AWS
MAXJ

Atria Wealth Solutions’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$288K Hold
10,455
– – 0.01% 1177
2025
Q1 		$270K Hold
10,455
– – ﹤0.01% 1540
2024
Q4 		$273K Hold
10,455
– – ﹤0.01% 1619
2024
Q3 		$272K Buy
+10,455
New +$266K ﹤0.01% 1575

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Atria Wealth Solutions's MAXJ Position: Q2 2025 in Review

Atria Wealth Solutions held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2025 at 10,455 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1177.

Atria Wealth Solutions first reported a position in MAXJ in Q3 2024 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold MAXJ as of Q2 2025.

  • Atria Wealth Solutions held 10,455 shares of iShares Large Cap Max Buffer Jun ETF worth $288K as of Q2 2025.
  • Atria Wealth Solutions left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2025.
  • iShares Large Cap Max Buffer Jun ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1177 holding.
  • Atria Wealth Solutions first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.