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

BCGM 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	$380K	Hold	13,045	–	–	0.08%	134
2026 Q1	$367K	Hold	13,045	–	–	0.09%	129
2025 Q4	$368K	Buy	13,045 +101	+0.8%	+$2.85K	0.09%	127
2025 Q3	$363K	Hold	12,944	–	–	0.09%	130
2025 Q2	$356K	Hold	12,944	–	–	0.1%	122
2025 Q1	$334K	Buy	12,944 +79	+0.6%	+$2.07K	0.1%	123
2024 Q4	$336K	Hold	12,865	–	–	0.11%	119
2024 Q3	$334K	Buy	+12,865	New	+$328K	0.11%	123

Other funds holding MAXJ

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

PIA

Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

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

BCGM Wealth Management held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 13,045 shares worth $380K. The position accounts for 0.08% of the portfolio, ranked #134.

BCGM Wealth Management first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

BCGM Wealth Management held 13,045 shares of iShares Large Cap Max Buffer Jun ETF worth $380K as of Q2 2026.
BCGM Wealth Management left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Jun ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #134 holding.
BCGM Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.