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 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 $3.52B 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

Middleton & Co's MAXJ Position: Q2 2026 in Review

Middleton & Co reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 8.7% in Q2 2026, selling an estimated $57.7K and leaving 21,067 shares worth $614K. 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 8 quarters since. The position peaked at $1.01M in Q3 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Middleton & Co held 21,067 shares of iShares Large Cap Max Buffer Jun ETF worth $614K as of Q2 2026.
Middleton & Co sold 2,000 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $57.7K.
iShares Large Cap Max Buffer Jun ETF made up 0.07% of Middleton & Co's portfolio in Q2 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 8 quarters since.
Middleton & Co's iShares Large Cap Max Buffer Jun ETF position peaked at $1.01M in Q3 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.