NBZ Investment Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

NBZ Investment Advisors’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	$563K	Hold	19,321	–	–	0.22%	40
2026 Q1	$544K	Sell	19,321 -5	-0%	-$141	0.24%	34
2025 Q4	$545K	Sell	19,326 -5,839	-23%	-$165K	0.24%	34
2025 Q3	$706K	Sell	25,165 -3,964	-14%	-$110K	0.37%	27
2025 Q2	$801K	Hold	29,129	–	–	0.46%	30
2025 Q1	$751K	Sell	29,129 -1,402	-5%	-$36.8K	0.43%	29
2024 Q4	$798K	Buy	+30,531	New	+$800K	0.45%	24

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

NBZ Investment Advisors's MAXJ Position: Q2 2026 in Review

NBZ Investment Advisors held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 19,321 shares worth $563K. The position accounts for 0.22% of the portfolio, ranked #40.

NBZ Investment Advisors first reported a position in MAXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $801K in Q2 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

NBZ Investment Advisors held 19,321 shares of iShares Large Cap Max Buffer Jun ETF worth $563K as of Q2 2026.
NBZ Investment Advisors left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Jun ETF made up 0.22% of NBZ Investment Advisors's portfolio in Q2 2026, its #40 holding.
NBZ Investment Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 7 quarters since.
NBZ Investment Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $801K in Q2 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.