IFP Advisors
MAXJ icon

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

IFP 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 		$11.1K Buy
375
+250
+200% +$7.34K ﹤0.01% 3321
2026
Q2 		$3.64K Buy
125
+75
+150% +$2.16K ﹤0.01% 3963
2026
Q1 		$1.41K Hold
50
– – ﹤0.01% 4079
2025
Q4 		$1.41K Hold
50
– – ﹤0.01% 3955
2025
Q3 		$1.4K Hold
50
– – ﹤0.01% 3819
2025
Q2 		$1.38K Buy
+50
New +$1.31K ﹤0.01% 4073

Other funds holding MAXJ

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
Grantvest Financial Group
Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

IFP Advisors's MAXJ Position: Q3 2026 in Review

IFP Advisors increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 200% in Q3 2026, buying an estimated $7.34K and bringing the position to 375 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3321.

IFP Advisors first reported a position in MAXJ in Q2 2025 and has held it in 6 quarters since. 24 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

  • IFP Advisors held 375 shares of iShares Large Cap Max Buffer Jun ETF worth $11.1K as of Q3 2026.
  • IFP Advisors bought 250 iShares Large Cap Max Buffer Jun ETF shares in Q3 2026, an estimated $7.34K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3321 holding.
  • IFP Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q2 2025 and has held it in 6 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.