OIA
MAXJ

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

OneDigital 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 		$538K Hold
19,095
– – 0.01% 912
2025
Q4 		$538K Sell
19,095
-999
-5% -$28.2K 0.01% 912
2025
Q3 		$564K Sell
20,094
-154,861
-89% -$4.3M 0.01% 880
2025
Q2 		$4.81M Buy
174,955
+96,370
+123% +$2.53M 0.05% 248
2025
Q1 		$2.03M Sell
78,585
-5,459
-6% -$143K 0.02% 408
2024
Q4 		$2.2M Buy
84,044
+800
+1% +$21K 0.03% 399
2024
Q3 		$2.16M Buy
+83,244
New +$2.12M 0.02% 420

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 $4.79B AUM 27.94% 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

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

OneDigital Investment Advisors held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q1 2026 at 19,095 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #912.

OneDigital Investment Advisors first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.81M in Q2 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

  • OneDigital Investment Advisors held 19,095 shares of iShares Large Cap Max Buffer Jun ETF worth $538K as of Q1 2026.
  • OneDigital Investment Advisors left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #912 holding.
  • OneDigital Investment Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
  • OneDigital Investment Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $4.81M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.