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

Envestnet 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	$595K	Buy	20,429 +1,597	+8%	+$46.1K	﹤0.01%	3956
2026 Q1	$530K	Buy	+18,832	New	+$533K	﹤0.01%	3898
2025 Q4	–	Sell	-13,990	Closed	-$392K	–	4702
2025 Q3	$392K	Buy	+13,990	New	+$388K	﹤0.01%	3916

Other funds holding MAXJ

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $234M AUM 21.5% 1-Year Est. Return

Envestnet Asset Management's MAXJ Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 8.5% in Q2 2026, buying an estimated $46.1K and bringing the position to 20,429 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Envestnet Asset Management first reported a position in MAXJ in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Envestnet Asset Management held 20,429 shares of iShares Large Cap Max Buffer Jun ETF worth $595K as of Q2 2026.
Envestnet Asset Management bought 1,597 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $46.1K.
iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3956 holding.
Envestnet Asset Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 3 quarters since.
25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.