Cetera Investment Advisers
MAXJ

Cetera Investment Advisers’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Cetera Investment Advisers’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 		$700K Buy
24,853
+5,346
+27% +$151K ﹤0.01% 3221
2025
Q4 		$550K Sell
19,507
-3,977
-17% -$112K ﹤0.01% 3352
2025
Q3 		$659K Buy
23,484
+12,374
+111% +$344K ﹤0.01% 3150
2025
Q2 		$306K Hold
11,110
– – ﹤0.01% 3384
2025
Q1 		$287K Sell
11,110
-30
-0.3% -$787 ﹤0.01% 3305
2024
Q4 		$291K Hold
11,140
– – ﹤0.01% 3150
2024
Q3 		$290K Buy
+11,140
New +$284K ﹤0.01% 3094

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

Cetera Investment Advisers's MAXJ Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 27% in Q1 2026, buying an estimated $151K and bringing the position to 24,853 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #3221.

Cetera Investment Advisers first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Cetera Investment Advisers held 24,853 shares of iShares Large Cap Max Buffer Jun ETF worth $700K as of Q1 2026.
  • Cetera Investment Advisers bought 5,346 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $151K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3221 holding.
  • Cetera Investment Advisers first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.