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

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

EMAM

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

AWA

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

CWS

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

AIP

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

AWAG

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 8 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.
8 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.