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 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

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cypress Wealth Services's MAXJ Position: Q2 2026 in Review

Cypress Wealth Services held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 21,997 shares worth $641K. The position accounts for 0.08% of the portfolio, ranked #191.

Cypress Wealth Services first reported a position in MAXJ in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Cypress Wealth Services held 21,997 shares of iShares Large Cap Max Buffer Jun ETF worth $641K as of Q2 2026.
Cypress Wealth Services 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 Cypress Wealth Services's portfolio in Q2 2026, its #191 holding.
Cypress Wealth Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q2 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.