CF
MAXJ

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
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

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
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
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Crosspoint Financial's MAXJ Position: Q1 2026 in Review

Crosspoint Financial reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 5.8% in Q1 2026, selling an estimated $56.6K and leaving 32,454 shares worth $914K. The position accounts for 2.3% of the portfolio, ranked #11.

Crosspoint Financial first reported a position in MAXJ in Q3 2024 and has held it in 6 quarters since. The position peaked at $971K in Q4 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Crosspoint Financial held 32,454 shares of iShares Large Cap Max Buffer Jun ETF worth $914K as of Q1 2026.
  • Crosspoint Financial sold 2,000 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $56.6K.
  • iShares Large Cap Max Buffer Jun ETF made up 2.3% of Crosspoint Financial's portfolio in Q1 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 6 quarters since.
  • Crosspoint Financial's iShares Large Cap Max Buffer Jun ETF position peaked at $971K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.