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 Q3	$625K	Buy	21,217 +150	+0.7%	+$4.4K	0.07%	112
2026 Q2	$614K	Sell	21,067 -2,000	-9%	-$57.7K	0.07%	112
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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Middleton & Co's MAXJ Position: Q3 2026 in Review

Middleton & Co increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 0.71% in Q3 2026, buying an estimated $4.4K and bringing the position to 21,217 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #112.

Middleton & Co first reported a position in MAXJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2025. 25 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

Middleton & Co held 21,217 shares of iShares Large Cap Max Buffer Jun ETF worth $625K as of Q3 2026.
Middleton & Co bought 150 iShares Large Cap Max Buffer Jun ETF shares in Q3 2026, an estimated $4.4K.
iShares Large Cap Max Buffer Jun ETF made up 0.07% of Middleton & Co's portfolio in Q3 2026, its #112 holding.
Middleton & Co first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 9 quarters since.
Middleton & Co's iShares Large Cap Max Buffer Jun ETF position peaked at $1.01M in Q3 2025.
25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.