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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.77M Sell
173,561
-9,567
-5% -$263K 0.96% 23
2025
Q1 		$4.72M Sell
183,128
-10,809
-6% -$279K 1.14% 18
2024
Q4 		$5.07M Sell
193,937
-8,818
-4% -$230K 1.16% 14
2024
Q3 		$5.27M Buy
+202,755
New +$5.27M 1.31% 12