JLBC
MAXJ

J.L. Bainbridge & Co’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

J.L. Bainbridge & Co’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
Q1 		$25.4M Sell
902,170
-49,107
-5% -$1.39M 2.26% 17
2025
Q4 		$26.8M Sell
951,277
-11,409
-1% -$322K 2.16% 19
2025
Q3 		$27M Buy
962,686
+14,348
+2% +$398K 2.25% 20
2025
Q2 		$26.1M Buy
948,338
+801,761
+547% +$21M 2.36% 20
2025
Q1 		$3.78M Hold
146,577
– – 0.38% 30
2024
Q4 		$3.83M Hold
146,577
– – 0.36% 29
2024
Q3 		$3.81M Buy
+146,577
New +$3.73M 0.37% 27

Other funds holding MAXJ

BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

J.L. Bainbridge & Co's MAXJ Position: Q1 2026 in Review

J.L. Bainbridge & Co reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 5.2% in Q1 2026, selling an estimated $1.39M and leaving 902,170 shares worth $25.4M. The position accounts for 2.26% of the portfolio, ranked #17.

J.L. Bainbridge & Co first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $27M in Q3 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • J.L. Bainbridge & Co held 902,170 shares of iShares Large Cap Max Buffer Jun ETF worth $25.4M as of Q1 2026.
  • J.L. Bainbridge & Co sold 49,107 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Large Cap Max Buffer Jun ETF made up 2.26% of J.L. Bainbridge & Co's portfolio in Q1 2026, its #17 holding.
  • J.L. Bainbridge & Co first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
  • J.L. Bainbridge & Co's iShares Large Cap Max Buffer Jun ETF position peaked at $27M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q1 2026, filed 22 Apr 2026.