BW
MAXJ

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
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

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 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
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 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

BIP Wealth's MAXJ Position: Q1 2026 in Review

BIP Wealth reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 1.8% in Q1 2026, selling an estimated $463K and leaving 900,592 shares worth $25.4M. The position accounts for 1.03% of the portfolio, ranked #14.

BIP Wealth first reported a position in MAXJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $25.9M in Q4 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • BIP Wealth held 900,592 shares of iShares Large Cap Max Buffer Jun ETF worth $25.4M as of Q1 2026.
  • BIP Wealth sold 16,379 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $463K.
  • iShares Large Cap Max Buffer Jun ETF made up 1.03% of BIP Wealth's portfolio in Q1 2026, its #14 holding.
  • BIP Wealth first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 3 quarters since.
  • BIP Wealth's iShares Large Cap Max Buffer Jun ETF position peaked at $25.9M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.