Grantvest Financial Group’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Grantvest Financial Group’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	$763K	Sell	26,201 -6,406	-20%	-$185K	0.44%	50
2026 Q1	$918K	Sell	32,607 -670	-2%	-$19K	0.59%	38
2025 Q4	$938K	Sell	33,277 -4,518	-12%	-$127K	0.6%	39
2025 Q3	$1.06M	Buy	37,795 +19,455	+106%	+$540K	0.73%	32
2025 Q2	$505K	Buy	18,340 +135	+0.7%	+$3.54K	0.37%	65
2025 Q1	$470K	Sell	18,205 -2,378	-12%	-$62.4K	0.38%	60
2024 Q4	$538K	Buy	+20,583	New	+$540K	0.6%	54

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

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 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

Grantvest Financial Group's MAXJ Position: Q2 2026 in Review

Grantvest Financial Group reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 20% in Q2 2026, selling an estimated $185K and leaving 26,201 shares worth $763K. The position accounts for 0.44% of the portfolio, ranked #50.

Grantvest Financial Group first reported a position in MAXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q3 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Grantvest Financial Group held 26,201 shares of iShares Large Cap Max Buffer Jun ETF worth $763K as of Q2 2026.
Grantvest Financial Group sold 6,406 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $185K.
iShares Large Cap Max Buffer Jun ETF made up 0.44% of Grantvest Financial Group's portfolio in Q2 2026, its #50 holding.
Grantvest Financial Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's iShares Large Cap Max Buffer Jun ETF position peaked at $1.06M in Q3 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.