Physician Wealth Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Physician Wealth 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	–	Sell	-478	Closed	-$13.5K	–	2471
2026 Q1	$13.5K	Hold	478	–	–	﹤0.01%	726
2025 Q4	$13.5K	Hold	478	–	–	﹤0.01%	686
2025 Q3	$13.4K	Hold	478	–	–	﹤0.01%	669
2025 Q2	$13.2K	Hold	478	–	–	﹤0.01%	601
2025 Q1	$12.3K	Buy	478 +4	+0.8%	+$105	﹤0.01%	577
2024 Q4	$12.4K	Buy	+474	New	+$12.4K	﹤0.01%	596

Other funds holding MAXJ

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

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

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Physician Wealth Advisors's MAXJ Position: Q2 2026 in Review

Physician Wealth Advisors sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2026, closing a stake of 478 shares — an estimated $13.5K sold.

Physician Wealth Advisors first reported a position in MAXJ in Q4 2024 and held it in 6 quarters. The position peaked at $13.5K in Q4 2025. 9 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Physician Wealth Advisors reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 478 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $13.5K.
Physician Wealth Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q4 2024 and held it in 6 quarters.
Physician Wealth Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $13.5K in Q4 2025.
9 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.