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

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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $734M AUM 55.09% 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. 46 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.
46 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.