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
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

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
FA
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
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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 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.