SPC
MAXJ

Sigma Planning Corp’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Sigma Planning Corp’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 		$299K Buy
10,275
+1,347
+15% +$38.8K 0.01% 1130
2026
Q1 		$251K Buy
+8,928
New +$253K 0.01% 1120
2025
Q3 		– Sell
-8,687
Closed -$239K – 1389
2025
Q2 		$239K Sell
8,687
-8,150
-48% -$214K 0.01% 1093
2025
Q1 		$434K Sell
16,837
-22,400
-57% -$588K 0.01% 793
2024
Q4 		$1.03M Sell
39,237
-4,500
-10% -$118K 0.03% 480
2024
Q3 		$1.14M Buy
+43,737
New +$1.11M 0.03% 461

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
PIA
Panoramic Investment Advisors Denver, Colorado $209M AUM 21.65% 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

Sigma Planning Corp's MAXJ Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 15% in Q2 2026, buying an estimated $38.8K and bringing the position to 10,275 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #1130.

Sigma Planning Corp first reported a position in MAXJ in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q3 2024. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Sigma Planning Corp held 10,275 shares of iShares Large Cap Max Buffer Jun ETF worth $299K as of Q2 2026.
  • Sigma Planning Corp bought 1,347 iShares Large Cap Max Buffer Jun ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Large Cap Max Buffer Jun ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1130 holding.
  • Sigma Planning Corp first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 6 quarters since.
  • Sigma Planning Corp's iShares Large Cap Max Buffer Jun ETF position peaked at $1.14M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.