Client First Capital’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Client First Capital’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	$2.6M	Sell	89,249 -1,174	-1%	-$33.9K	1.04%	16
2026 Q1	$2.55M	Buy	90,423 +13,175	+17%	+$373K	1.1%	15
2025 Q4	$2.18M	Buy	77,248 +861	+1%	+$24.3K	0.92%	17
2025 Q3	$2.14M	Buy	+76,387	New	+$2.12M	0.95%	16

Other funds holding MAXJ

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

PIA

Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return

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 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

Client First Capital's MAXJ Position: Q2 2026 in Review

Client First Capital reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 1.3% in Q2 2026, selling an estimated $33.9K and leaving 89,249 shares worth $2.6M. The position accounts for 1.04% of the portfolio, ranked #16.

Client First Capital first reported a position in MAXJ in Q3 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Client First Capital held 89,249 shares of iShares Large Cap Max Buffer Jun ETF worth $2.6M as of Q2 2026.
Client First Capital sold 1,174 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $33.9K.
iShares Large Cap Max Buffer Jun ETF made up 1.04% of Client First Capital's portfolio in Q2 2026, its #16 holding.
Client First Capital first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.