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
Q2 		$16.1M Sell
552,310
-349,860
-39% -$10.1M 1.27% 20
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 $3.52B AUM 18.71% 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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

J.L. Bainbridge & Co's MAXJ Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 39% in Q2 2026, selling an estimated $10.1M and leaving 552,310 shares worth $16.1M. The position accounts for 1.27% of the portfolio, ranked #20.

J.L. Bainbridge & Co first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $27M in Q3 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • J.L. Bainbridge & Co held 552,310 shares of iShares Large Cap Max Buffer Jun ETF worth $16.1M as of Q2 2026.
  • J.L. Bainbridge & Co sold 349,860 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $10.1M.
  • iShares Large Cap Max Buffer Jun ETF made up 1.27% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #20 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 8 quarters since.
  • J.L. Bainbridge & Co's iShares Large Cap Max Buffer Jun ETF position peaked at $27M in Q3 2025.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.