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
Q2 		$1.08M Buy
37,034
+12,181
+49% +$351K ﹤0.01% 2993
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

BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
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

Cetera Investment Advisers's MAXJ Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 49% in Q2 2026, buying an estimated $351K and bringing the position to 37,034 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

Cetera Investment Advisers first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Cetera Investment Advisers held 37,034 shares of iShares Large Cap Max Buffer Jun ETF worth $1.08M as of Q2 2026.
  • Cetera Investment Advisers bought 12,181 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $351K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2993 holding.
  • Cetera Investment Advisers first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.