Encompass More Asset Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Encompass More Asset 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	$730K	Sell	25,066 -5,111	-17%	-$147K	0.11%	114
2026 Q1	$850K	Sell	30,177 -83,054	-73%	-$2.35M	0.14%	103
2025 Q4	$3.19M	Sell	113,231 -218	-0.2%	-$6.15K	0.59%	40
2025 Q3	$3.18M	Buy	+113,449	New	+$3.15M	0.61%	42

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

AWA

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

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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

Encompass More Asset Management's MAXJ Position: Q2 2026 in Review

Encompass More Asset Management reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 17% in Q2 2026, selling an estimated $147K and leaving 25,066 shares worth $730K. The position accounts for 0.11% of the portfolio, ranked #114.

Encompass More Asset Management first reported a position in MAXJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.19M in Q4 2025. 8 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Encompass More Asset Management held 25,066 shares of iShares Large Cap Max Buffer Jun ETF worth $730K as of Q2 2026.
Encompass More Asset Management sold 5,111 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $147K.
iShares Large Cap Max Buffer Jun ETF made up 0.11% of Encompass More Asset Management's portfolio in Q2 2026, its #114 holding.
Encompass More Asset Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 4 quarters since.
Encompass More Asset Management's iShares Large Cap Max Buffer Jun ETF position peaked at $3.19M in Q4 2025.
8 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.