FIA
MAXJ

Foundations Investment Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Foundations Investment 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
Q2 		– Sell
-22,185
Closed -$625K – 1329
2026
Q1 		$625K Sell
22,185
-3,232
-13% -$91.4K 0.01% 647
2025
Q4 		$717K Buy
25,417
+9,879
+64% +$279K 0.01% 599
2025
Q3 		$436K Buy
+15,538
New +$431K 0.01% 702

Other funds holding MAXJ

BW
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
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 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
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

Foundations Investment Advisors's MAXJ Position: Q2 2026 in Review

Foundations Investment Advisors sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2026, closing a stake of 22,185 shares — an estimated $625K sold.

Foundations Investment Advisors first reported a position in MAXJ in Q3 2025 and held it in 3 quarters. The position peaked at $717K in Q4 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Foundations Investment Advisors reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 22,185 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $625K.
  • Foundations Investment Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $717K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.