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 Q2	$887K	Sell	30,451 -3,403	-10%	-$98.1K	﹤0.01%	1923
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

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 $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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 1-Year Est. Return

Kestra Advisory Services's MAXJ Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 10% in Q2 2026, selling an estimated $98.1K and leaving 30,451 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Kestra Advisory Services first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q3 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Kestra Advisory Services held 30,451 shares of iShares Large Cap Max Buffer Jun ETF worth $887K as of Q2 2026.
Kestra Advisory Services sold 3,403 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $98.1K.
iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1923 holding.
Kestra Advisory Services first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Advisory Services's iShares Large Cap Max Buffer Jun ETF position peaked at $1.2M in Q3 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.