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

Panoramic 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	$1.95M	Buy	69,150 +900	+1%	+$25.5K	1.05%	31
2025 Q4	$1.92M	Hold	68,250	–	–	1.05%	31
2025 Q3	$1.91M	Hold	68,250	–	–	1.08%	31
2025 Q2	$1.88M	Sell	68,250 -400	-0.6%	-$10.5K	1.15%	29
2025 Q1	$1.77M	Hold	68,650	–	–	1.2%	26
2024 Q4	$1.79M	Buy	68,650 +11,750	+21%	+$308K	1.17%	29
2024 Q3	$1.48M	Buy	+56,900	New	+$1.45M	1.02%	33

Other funds holding MAXJ

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

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

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

Panoramic Investment Advisors increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 1.3% in Q1 2026, buying an estimated $25.5K and bringing the position to 69,150 shares worth $1.95M. The position accounts for 1.05% of the portfolio, ranked #31.

Panoramic Investment Advisors first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

Panoramic Investment Advisors held 69,150 shares of iShares Large Cap Max Buffer Jun ETF worth $1.95M as of Q1 2026.
Panoramic Investment Advisors bought 900 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $25.5K.
iShares Large Cap Max Buffer Jun ETF made up 1.05% of Panoramic Investment Advisors's portfolio in Q1 2026, its #31 holding.
Panoramic 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.
48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.