DWM
MAXJ

Diversify Wealth Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Diversify Wealth Management’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 		$1.74M Buy
+59,653
New +$1.72M 0.03% 452

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
ATPW
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
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

Diversify Wealth Management's MAXJ Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2026: 59,653 shares worth $1.74M. The stake represents 0.03% of the portfolio and ranks #452 among its holdings.

19 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Diversify Wealth Management held 59,653 shares of iShares Large Cap Max Buffer Jun ETF worth $1.74M as of Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF was a new Diversify Wealth Management position in Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #452 holding.
  • 19 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.