Proficio Capital Partners’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Proficio Capital Partners’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	$291K	Sell	9,995 -385	-4%	-$11.1K	0.01%	509
2026 Q1	$292K	Hold	10,380	–	–	0.02%	211
2025 Q4	$293K	Hold	10,380	–	–	0.02%	203
2025 Q3	$291K	Hold	10,380	–	–	0.02%	181
2025 Q2	$286K	Hold	10,380	–	–	0.02%	329
2025 Q1	$268K	Buy	+10,380	New	+$272K	0.02%	309

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

Proficio Capital Partners's MAXJ Position: Q2 2026 in Review

Proficio Capital Partners reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 3.7% in Q2 2026, selling an estimated $11.1K and leaving 9,995 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #509.

Proficio Capital Partners first reported a position in MAXJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q4 2025. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

Proficio Capital Partners held 9,995 shares of iShares Large Cap Max Buffer Jun ETF worth $291K as of Q2 2026.
Proficio Capital Partners sold 385 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $11.1K.
iShares Large Cap Max Buffer Jun ETF made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #509 holding.
Proficio Capital Partners first reported a position in iShares Large Cap Max Buffer Jun ETF in Q1 2025 and has held it in 6 quarters since.
Proficio Capital Partners's iShares Large Cap Max Buffer Jun ETF position peaked at $293K in Q4 2025.
46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.