CW
MAXJ

CreativeOne Wealth’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

CreativeOne Wealth’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
2024
Q4 		– Sell
-40,689
Closed -$1.06M – 1120
2024
Q3 		$1.06M Buy
+40,689
New +$1.04M 0.04% 421

Other funds holding MAXJ

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

CreativeOne Wealth's MAXJ Position: Q4 2024 in Review

CreativeOne Wealth sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q4 2024, closing a stake of 40,689 shares — an estimated $1.06M sold.

CreativeOne Wealth first reported a position in MAXJ in Q3 2024 and held it in 1 quarter. The position peaked at $1.06M in Q3 2024. 38 funds tracked by Wall St. Rank hold MAXJ as of Q4 2024.

  • CreativeOne Wealth reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 40,689 iShares Large Cap Max Buffer Jun ETF shares in Q4 2024, an estimated $1.06M.
  • CreativeOne Wealth first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and held it in 1 quarter.
  • CreativeOne Wealth's iShares Large Cap Max Buffer Jun ETF position peaked at $1.06M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.