OMC
MAXJ

Old Mission Capital’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Old Mission Capital’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 		$532K Buy
18,909
+2,929
+18% +$82.9K 0.01% 699
2025
Q4 		$451K Sell
15,980
-19,709
-55% -$556K 0.01% 716
2025
Q3 		$1M Buy
+35,689
New +$991K 0.02% 428
2025
Q1 		– Sell
-44,297
Closed -$1.16M – 1302
2024
Q4 		$1.16M Buy
+44,297
New +$1.16M 0.02% 339

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

Old Mission Capital's MAXJ Position: Q1 2026 in Review

Old Mission Capital increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 18% in Q1 2026, buying an estimated $82.9K and bringing the position to 18,909 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #699.

Old Mission Capital first reported a position in MAXJ in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.16M in Q4 2024. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • Old Mission Capital held 18,909 shares of iShares Large Cap Max Buffer Jun ETF worth $532K as of Q1 2026.
  • Old Mission Capital bought 2,929 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $82.9K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.01% of Old Mission Capital's portfolio in Q1 2026, its #699 holding.
  • Old Mission Capital first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and has held it in 4 quarters since.
  • Old Mission Capital's iShares Large Cap Max Buffer Jun ETF position peaked at $1.16M in Q4 2024.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.