CRA Financial Services’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

CRA Financial 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 Q1	$1.14M	Sell	40,336 -900	-2%	-$25.5K	0.15%	114
2025 Q4	$1.16M	Sell	41,236 -1,090	-3%	-$30.7K	0.15%	108
2025 Q3	$1.19M	Sell	42,326 -550	-1%	-$15.3K	0.16%	107
2025 Q2	$1.18M	Sell	42,876 -14,140	-25%	-$371K	0.18%	101
2025 Q1	$1.47M	Buy	57,016 +891	+2%	+$23.4K	0.25%	80
2024 Q4	$1.47M	Buy	56,125 +4,550	+9%	+$119K	0.25%	73
2024 Q3	$1.34M	Buy	+51,575	New	+$1.31M	0.25%	75

Other funds holding MAXJ

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return

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

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return