Kestra Advisory Services’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Kestra Advisory Services’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	$953K	Sell	33,854 -1,411	-4%	-$39.9K	﹤0.01%	1774
2025 Q4	$994K	Sell	35,265 -7,491	-18%	-$211K	﹤0.01%	1653
2025 Q3	$1.2M	Buy	42,756 +16,643	+64%	+$462K	0.01%	1474
2025 Q2	$718K	Sell	26,113 -100	-0.4%	-$2.62K	﹤0.01%	1709
2025 Q1	$676K	Buy	26,213 +309	+1%	+$8.11K	﹤0.01%	1628
2024 Q4	$677K	Hold	25,904	–	–	﹤0.01%	1659
2024 Q3	$673K	Buy	+25,904	New	+$660K	﹤0.01%	1570

Other funds holding MAXJ

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

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

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

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

Kestra Advisory Services's MAXJ Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 4% in Q1 2026, selling an estimated $39.9K and leaving 33,854 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Kestra Advisory Services first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q3 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

Kestra Advisory Services held 33,854 shares of iShares Large Cap Max Buffer Jun ETF worth $953K as of Q1 2026.
Kestra Advisory Services sold 1,411 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $39.9K.
iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1774 holding.
Kestra Advisory Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Advisory Services's iShares Large Cap Max Buffer Jun ETF position peaked at $1.2M in Q3 2025.
48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.