Carson Wealth (CWM LLC)
MAXJ

Carson Wealth (CWM LLC)’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.11K Sell
75
-769
-91% -$21.8K ﹤0.01% 5263
2025
Q4 		$24K Hold
844
– – ﹤0.01% 4078
2025
Q3 		$24K Buy
+844
New +$23.4K ﹤0.01% 4022

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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

Carson Wealth (CWM LLC)'s MAXJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 91% in Q1 2026, selling an estimated $21.8K and leaving 75 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #5263.

Carson Wealth (CWM LLC) first reported a position in MAXJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $24K in Q4 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 75 shares of iShares Large Cap Max Buffer Jun ETF worth $2.11K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 769 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $21.8K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5263 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Large Cap Max Buffer Jun ETF position peaked at $24K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.