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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
68,250
-400
-0.6% -$11K 1.15% 29
2025
Q1
$1.77M Hold
68,650
1.2% 26
2024
Q4
$1.79M Buy
68,650
+11,750
+21% +$307K 1.17% 29
2024
Q3
$1.48M Buy
+56,900
New +$1.48M 1.02% 33