Blue Trust Inc’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Blue Trust Inc’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	$39.7K	Buy	+1,363	New	+$39.3K	﹤0.01%	1439

Other funds holding MAXJ

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

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Blue Trust Inc's MAXJ Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2026: 1,363 shares worth $39.7K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings.

12 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Blue Trust Inc held 1,363 shares of iShares Large Cap Max Buffer Jun ETF worth $39.7K as of Q2 2026.
iShares Large Cap Max Buffer Jun ETF was a new Blue Trust Inc position in Q2 2026.
iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1439 holding.
12 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.