Osaic Holdings
MAXJ

Osaic Holdings’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Osaic Holdings’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 		$30.2K Buy
1,038
+1,018
+5,090% +$29.4K ﹤0.01% 5843
2026
Q1 		$563 Sell
20
-1,118
-98% -$31.6K ﹤0.01% 7409
2025
Q4 		$32.1K Buy
1,138
+110
+11% +$3.1K ﹤0.01% 5539
2025
Q3 		$28.8K Hold
1,028
– – ﹤0.01% 5681
2025
Q2 		$28.3K Sell
1,028
-1,008
-50% -$26.5K ﹤0.01% 5448
2025
Q1 		$52.5K Buy
2,036
+1,016
+100% +$26.6K ﹤0.01% 4676
2024
Q4 		$26.7K Hold
1,020
– – ﹤0.01% 5136
2024
Q3 		$26.5K Buy
+1,020
New +$26K ﹤0.01% 5193

Other funds holding MAXJ

BW
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
FA
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
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

Osaic Holdings's MAXJ Position: Q2 2026 in Review

Osaic Holdings increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 5,090% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,038 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5843.

Osaic Holdings first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.5K in Q1 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Osaic Holdings held 1,038 shares of iShares Large Cap Max Buffer Jun ETF worth $30.2K as of Q2 2026.
  • Osaic Holdings bought 1,018 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $29.4K.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5843 holding.
  • Osaic Holdings first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
  • Osaic Holdings's iShares Large Cap Max Buffer Jun ETF position peaked at $52.5K in Q1 2025.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.