Commonwealth Equity Services’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Commonwealth Equity Services’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	$858K	Sell	29,463 -2,772	-9%	-$79.9K	﹤0.01%	2834
2026 Q1	$908K	Sell	32,235 -94,170	-74%	-$2.66M	﹤0.01%	2692
2025 Q4	$3.56M	Buy	126,405 +516	+0.4%	+$14.6K	﹤0.01%	1567
2025 Q3	$3.53M	Hold	125,889	–	–	﹤0.01%	1600
2025 Q2	$3.46M	Buy	125,889 +102,616	+441%	+$2.69M	﹤0.01%	1590
2025 Q1	$600K	Sell	23,273 -1,319	-5%	-$34.6K	﹤0.01%	2892
2024 Q4	$643K	Sell	24,592 -48,908	-67%	-$1.28M	﹤0.01%	2762
2024 Q3	$1.91M	Buy	+73,500	New	+$1.87M	﹤0.01%	1840

Other funds holding MAXJ

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

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

EMAM

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

Commonwealth Equity Services's MAXJ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 8.6% in Q2 2026, selling an estimated $79.9K and leaving 29,463 shares worth $858K. The position accounts for ﹤0.01% of the portfolio, ranked #2834.

Commonwealth Equity Services first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.56M in Q4 2025. 19 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Commonwealth Equity Services held 29,463 shares of iShares Large Cap Max Buffer Jun ETF worth $858K as of Q2 2026.
Commonwealth Equity Services sold 2,772 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $79.9K.
iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2834 holding.
Commonwealth Equity Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's iShares Large Cap Max Buffer Jun ETF position peaked at $3.56M in Q4 2025.
19 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.