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 Q2	$596K	Buy	20,445 +1,350	+7%	+$38.9K	0.01%	966
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

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

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

OneDigital Investment Advisors increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 7.1% in Q2 2026, buying an estimated $38.9K and bringing the position to 20,445 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #966.

OneDigital Investment Advisors first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.81M in Q2 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

OneDigital Investment Advisors held 20,445 shares of iShares Large Cap Max Buffer Jun ETF worth $596K as of Q2 2026.
OneDigital Investment Advisors bought 1,350 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $38.9K.
iShares Large Cap Max Buffer Jun ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #966 holding.
OneDigital Investment Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
OneDigital Investment Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $4.81M in Q2 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.