AWM
MAXJ

Axxcess Wealth Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Axxcess Wealth Management’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 		$862K Buy
+29,595
New +$854K 0.01% 566
2026
Q1 		– Sell
-29,621
Closed -$835K – 1041
2025
Q4 		$835K Sell
29,621
-2,210
-7% -$62.3K 0.01% 547
2025
Q3 		$893K Sell
31,831
-15,111
-32% -$419K 0.02% 473
2025
Q2 		$1.29M Sell
46,942
-2,001
-4% -$52.5K 0.03% 371
2025
Q1 		$1.26M Buy
48,943
+16
+0% +$420 0.03% 341
2024
Q4 		$1.28M Hold
48,927
– – 0.03% 353
2024
Q3 		$1.27M Buy
+48,927
New +$1.25M 0.03% 342

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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 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 $103B AUM 28.65% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Axxcess Wealth Management's MAXJ Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2026: 29,595 shares worth $862K. The stake represents 0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MAXJ as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q2 2025. 30 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Axxcess Wealth Management held 29,595 shares of iShares Large Cap Max Buffer Jun ETF worth $862K as of Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #566 holding.
  • Axxcess Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
  • Axxcess Wealth Management's iShares Large Cap Max Buffer Jun ETF position peaked at $1.29M in Q2 2025.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.