BWP
MAXJ

Balboa Wealth Partners’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Balboa Wealth Partners’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 		$1.51M Sell
53,797
-14,312
-21% -$405K 0.25% 67
2025
Q4 		$1.92M Sell
68,109
-6,750
-9% -$190K 0.32% 55
2025
Q3 		$2.1M Sell
74,859
-98,702
-57% -$2.74M 0.36% 51
2025
Q2 		$4.77M Sell
173,561
-9,567
-5% -$251K 0.96% 23
2025
Q1 		$4.72M Sell
183,128
-10,809
-6% -$284K 1.14% 18
2024
Q4 		$5.07M Sell
193,937
-8,818
-4% -$231K 1.16% 14
2024
Q3 		$5.27M Buy
+202,755
New +$5.16M 1.31% 12

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
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 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
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

Balboa Wealth Partners's MAXJ Position: Q1 2026 in Review

Balboa Wealth Partners reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 21% in Q1 2026, selling an estimated $405K and leaving 53,797 shares worth $1.51M. The position accounts for 0.25% of the portfolio, ranked #67.

Balboa Wealth Partners first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.27M in Q3 2024. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Balboa Wealth Partners held 53,797 shares of iShares Large Cap Max Buffer Jun ETF worth $1.51M as of Q1 2026.
  • Balboa Wealth Partners sold 14,312 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $405K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.25% of Balboa Wealth Partners's portfolio in Q1 2026, its #67 holding.
  • Balboa Wealth Partners first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
  • Balboa Wealth Partners's iShares Large Cap Max Buffer Jun ETF position peaked at $5.27M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.