CA
MAXJ

Crewe Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Crewe Advisors’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 		$1.06M Hold
36,295
– – 0.08% 90
2026
Q1 		$1.02M Hold
36,295
– – 0.09% 85
2025
Q4 		$1.02M Hold
36,295
– – 0.09% 80
2025
Q3 		$1.02M Buy
+36,295
New +$1.01M 0.1% 78

Other funds holding MAXJ

BW
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
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return
FA
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
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

Crewe Advisors's MAXJ Position: Q2 2026 in Review

Crewe Advisors held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 36,295 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #90.

Crewe Advisors 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.

  • Crewe Advisors held 36,295 shares of iShares Large Cap Max Buffer Jun ETF worth $1.06M as of Q2 2026.
  • Crewe Advisors left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #90 holding.
  • Crewe Advisors 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 Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.