PS
MAXJ

Principal Securities’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-100
Closed -$2.61K – 3906
2025
Q1 		$2.61K Hold
100
– – ﹤0.01% 2972
2024
Q4 		$2.61K Hold
100
– – ﹤0.01% 2967
2024
Q3 		$2.6K Buy
+100
New +$2.55K ﹤0.01% 2875

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Principal Securities's MAXJ Position: Q2 2025 in Review

Principal Securities sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2025, closing a stake of 100 shares — an estimated $2.61K sold.

Principal Securities first reported a position in MAXJ in Q3 2024 and held it in 3 quarters. The position peaked at $2.61K in Q1 2025. 37 funds tracked by Wall St. Rank hold MAXJ as of Q2 2025.

  • Principal Securities reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 100 iShares Large Cap Max Buffer Jun ETF shares in Q2 2025, an estimated $2.61K.
  • Principal Securities first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and held it in 3 quarters.
  • Principal Securities's iShares Large Cap Max Buffer Jun ETF position peaked at $2.61K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.