CWG
MAXJ

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

Crown Wealth Group’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
2025
Q4 		– Sell
-31,244
Closed -$876K – 151
2025
Q3 		$876K Buy
+31,244
New +$867K 0.26% 50

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Crown Wealth Group's MAXJ Position: Q4 2025 in Review

Crown Wealth Group sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q4 2025, closing a stake of 31,244 shares — an estimated $876K sold.

Crown Wealth Group first reported a position in MAXJ in Q3 2025 and held it in 1 quarter. The position peaked at $876K in Q3 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q4 2025.

  • Crown Wealth Group reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q4 2025 after selling out during the quarter.
  • Crown Wealth Group sold 31,244 iShares Large Cap Max Buffer Jun ETF shares in Q4 2025, an estimated $876K.
  • Crown Wealth Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and held it in 1 quarter.
  • Crown Wealth Group's iShares Large Cap Max Buffer Jun ETF position peaked at $876K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q4 2025.

Based on Crown Wealth Group's 13F filing for Q4 2025, filed 28 Jan 2026.