NIA
MAXJ

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
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

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 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 $677M AUM 22.42% 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 $868M AUM 25.66% 1-Year Est. Return

NBZ Investment Advisors's MAXJ Position: Q1 2026 in Review

NBZ Investment Advisors reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 0.03% in Q1 2026, selling an estimated $141 and leaving 19,321 shares worth $544K. The position accounts for 0.24% of the portfolio, ranked #34.

NBZ Investment Advisors first reported a position in MAXJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $801K in Q2 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • NBZ Investment Advisors held 19,321 shares of iShares Large Cap Max Buffer Jun ETF worth $544K as of Q1 2026.
  • NBZ Investment Advisors sold 5 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $141.
  • iShares Large Cap Max Buffer Jun ETF made up 0.24% of NBZ Investment Advisors's portfolio in Q1 2026, its #34 holding.
  • NBZ Investment Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $801K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on NBZ Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.