Farther Finance Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Farther Finance Advisors’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	$159K	Buy	5,384 +2,470	+85%	+$72.5K	﹤0.01%	2480
2026 Q2	$84.9K	Sell	2,914 -27	-0.9%	-$779	﹤0.01%	2840
2026 Q1	$83K	Buy	2,941 +1,790	+156%	+$50.6K	﹤0.01%	2642
2025 Q4	$32.5K	Hold	1,151	–	–	﹤0.01%	3102
2025 Q3	$32.3K	Sell	1,151 -39	-3%	-$1.08K	﹤0.01%	2723
2025 Q2	$32.7K	Sell	1,190 -2,150	-64%	-$56.4K	﹤0.01%	2363
2025 Q1	$86.2K	Buy	3,340 +3,301	+8,464%	+$86.6K	﹤0.01%	1615
2024 Q4	$1.02K	Buy	+39	New	+$1.02K	﹤0.01%	3243

Other funds holding MAXJ

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

BSCCG

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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Farther Finance Advisors's MAXJ Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 85% in Q3 2026, buying an estimated $72.5K and bringing the position to 5,384 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Farther Finance Advisors first reported a position in MAXJ in Q4 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

Farther Finance Advisors held 5,384 shares of iShares Large Cap Max Buffer Jun ETF worth $159K as of Q3 2026.
Farther Finance Advisors bought 2,470 iShares Large Cap Max Buffer Jun ETF shares in Q3 2026, an estimated $72.5K.
iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2480 holding.
Farther Finance Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 8 quarters since.
5 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.