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

Cypress Wealth Services’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 Q3	$652K	Hold	21,997	–	–	0.08%	201
2026 Q2	$641K	Hold	21,997	–	–	0.08%	191
2026 Q1	$619K	Hold	21,997	–	–	0.09%	184
2025 Q4	$620K	Buy	21,997 +183	+0.8%	+$5.16K	0.09%	183
2025 Q3	$612K	Hold	21,814	–	–	0.1%	157
2025 Q2	$600K	Buy	+21,814	New	+$572K	0.11%	150

Other funds holding MAXJ

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

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

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Cypress Wealth Services's MAXJ Position: Q3 2026 in Review

Cypress Wealth Services held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q3 2026 at 21,997 shares worth $652K. The position accounts for 0.08% of the portfolio, ranked #201.

Cypress Wealth Services first reported a position in MAXJ in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

Cypress Wealth Services held 21,997 shares of iShares Large Cap Max Buffer Jun ETF worth $652K as of Q3 2026.
Cypress Wealth Services left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q3 2026.
iShares Large Cap Max Buffer Jun ETF made up 0.08% of Cypress Wealth Services's portfolio in Q3 2026, its #201 holding.
Cypress Wealth Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.