FC Advisory’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

FC Advisory’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	$1.84M	Sell	63,301 -1,252	-2%	-$36.1K	0.49%	36
2026 Q1	$1.82M	Sell	64,553 -11,786	-15%	-$333K	0.53%	35
2025 Q4	$2.15M	Sell	76,339 -1,301	-2%	-$36.7K	0.62%	34
2025 Q3	$2.18M	Buy	77,640 +62,841	+425%	+$1.74M	0.64%	33
2025 Q2	$407K	Buy	+14,799	New	+$388K	0.13%	82

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

PIA

Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

CFS

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

FC Advisory's MAXJ Position: Q2 2026 in Review

FC Advisory reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 1.9% in Q2 2026, selling an estimated $36.1K and leaving 63,301 shares worth $1.84M. The position accounts for 0.49% of the portfolio, ranked #36.

FC Advisory first reported a position in MAXJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.18M in Q3 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

FC Advisory held 63,301 shares of iShares Large Cap Max Buffer Jun ETF worth $1.84M as of Q2 2026.
FC Advisory sold 1,252 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $36.1K.
iShares Large Cap Max Buffer Jun ETF made up 0.49% of FC Advisory's portfolio in Q2 2026, its #36 holding.
FC Advisory first reported a position in iShares Large Cap Max Buffer Jun ETF in Q2 2025 and has held it in 5 quarters since.
FC Advisory's iShares Large Cap Max Buffer Jun ETF position peaked at $2.18M in Q3 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.