MC
MAXJ

Middleton & Co’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Middleton & 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 		$650K Sell
23,067
-12,800
-36% -$362K 0.07% 107
2025
Q4 		$1.01M Sell
35,867
-250
-0.7% -$7.05K 0.11% 91
2025
Q3 		$1.01M Hold
36,117
– – 0.11% 98
2025
Q2 		$994K Hold
36,117
– – 0.11% 96
2025
Q1 		$931K Sell
36,117
-133
-0.4% -$3.49K 0.11% 95
2024
Q4 		$947K Hold
36,250
– – 0.1% 95
2024
Q3 		$942K Buy
+36,250
New +$923K 0.1% 95

Other funds holding MAXJ

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

Middleton & Co's MAXJ Position: Q1 2026 in Review

Middleton & Co reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 36% in Q1 2026, selling an estimated $362K and leaving 23,067 shares worth $650K. The position accounts for 0.07% of the portfolio, ranked #107.

Middleton & Co first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Middleton & Co held 23,067 shares of iShares Large Cap Max Buffer Jun ETF worth $650K as of Q1 2026.
  • Middleton & Co sold 12,800 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $362K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.07% of Middleton & Co's portfolio in Q1 2026, its #107 holding.
  • Middleton & Co first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
  • Middleton & Co's iShares Large Cap Max Buffer Jun ETF position peaked at $1.01M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.