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

Crosspoint Financial’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	$945K	Hold	32,454	–	–	2.16%	11
2026 Q1	$914K	Sell	32,454 -2,000	-6%	-$56.6K	2.3%	11
2025 Q4	$971K	Buy	34,454 +41	+0.1%	+$1.16K	2.29%	11
2025 Q3	$965K	Hold	34,413	–	–	2.37%	10
2025 Q2	$947K	Hold	34,413	–	–	2.53%	9
2025 Q1	$888K	Buy	+34,413	New	+$903K	2.57%	10
2024 Q3	$894K	Buy	+34,381	New	+$876K	3.07%	6

Other funds holding MAXJ

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

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

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Crosspoint Financial's MAXJ Position: Q2 2026 in Review

Crosspoint Financial held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 32,454 shares worth $945K. The position accounts for 2.16% of the portfolio, ranked #11.

Crosspoint Financial first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $971K in Q4 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Crosspoint Financial held 32,454 shares of iShares Large Cap Max Buffer Jun ETF worth $945K as of Q2 2026.
Crosspoint Financial left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Jun ETF made up 2.16% of Crosspoint Financial's portfolio in Q2 2026, its #11 holding.
Crosspoint Financial first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
Crosspoint Financial's iShares Large Cap Max Buffer Jun ETF position peaked at $971K in Q4 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.