PIA
MAXJ

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
Q2 		$2.01M Hold
69,150
– – 0.96% 30
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

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
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
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

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

Panoramic Investment Advisors held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 69,150 shares worth $2.01M. The position accounts for 0.96% of the portfolio, ranked #30.

Panoramic Investment Advisors first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Panoramic Investment Advisors held 69,150 shares of iShares Large Cap Max Buffer Jun ETF worth $2.01M as of Q2 2026.
  • Panoramic Investment Advisors left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.96% of Panoramic Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Panoramic 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.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

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