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

BIP Wealth’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	$24.2M	Sell	831,835 -68,757	-8%	-$1.98M	0.69%	34
2026 Q1	$25.4M	Sell	900,592 -16,379	-2%	-$463K	1.03%	14
2025 Q4	$25.9M	Buy	916,971 +899,424	+5,126%	+$25.4M	0.91%	21
2025 Q3	$492K	Buy	+17,547	New	+$487K	0.02%	184

Other funds holding MAXJ

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

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 $382M AUM 8.35% 1-Year Est. Return

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

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

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

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

BIP Wealth's MAXJ Position: Q2 2026 in Review

BIP Wealth reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 7.6% in Q2 2026, selling an estimated $1.98M and leaving 831,835 shares worth $24.2M. The position accounts for 0.69% of the portfolio, ranked #34.

BIP Wealth first reported a position in MAXJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.9M in Q4 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

BIP Wealth held 831,835 shares of iShares Large Cap Max Buffer Jun ETF worth $24.2M as of Q2 2026.
BIP Wealth sold 68,757 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $1.98M.
iShares Large Cap Max Buffer Jun ETF made up 0.69% of BIP Wealth's portfolio in Q2 2026, its #34 holding.
BIP Wealth first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 4 quarters since.
BIP Wealth's iShares Large Cap Max Buffer Jun ETF position peaked at $25.9M in Q4 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.