LPL Financial
MAXJ

LPL Financial’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

LPL Financial’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 		$498K Buy
17,100
+3,877
+29% +$112K ﹤0.01% 5022
2026
Q1 		$372K Sell
13,223
-1,800
-12% -$50.9K ﹤0.01% 5033
2025
Q4 		$424K Sell
15,023
-485
-3% -$13.7K ﹤0.01% 4867
2025
Q3 		$435K Buy
+15,508
New +$431K ﹤0.01% 4738

Other funds holding MAXJ

BW
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
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 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 $103B AUM 28.65% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

LPL Financial's MAXJ Position: Q2 2026 in Review

LPL Financial increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 29% in Q2 2026, buying an estimated $112K and bringing the position to 17,100 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

LPL Financial first reported a position in MAXJ in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • LPL Financial held 17,100 shares of iShares Large Cap Max Buffer Jun ETF worth $498K as of Q2 2026.
  • LPL Financial bought 3,877 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $112K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5022 holding.
  • LPL Financial first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.