SEIA
MAXJ

Signature Estate & Investment Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Signature Estate & Investment 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
2025
Q3 		– Sell
-12,385
Closed -$341K – 619
2025
Q2 		$341K Hold
12,385
– – 0.01% 435
2025
Q1 		$319K Buy
+12,385
New +$325K 0.01% 428

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
DLHL
Donald L. Hagan LLC Sarasota, Florida $204M AUM 7.4% 1-Year Est. Return

Signature Estate & Investment Advisors's MAXJ Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q3 2025, closing a stake of 12,385 shares — an estimated $341K sold.

Signature Estate & Investment Advisors first reported a position in MAXJ in Q1 2025 and held it in 2 quarters. The position peaked at $341K in Q2 2025. 52 funds tracked by Wall St. Rank hold MAXJ as of Q3 2025.

  • Signature Estate & Investment Advisors reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q3 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 12,385 iShares Large Cap Max Buffer Jun ETF shares in Q3 2025, an estimated $341K.
  • Signature Estate & Investment Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q1 2025 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $341K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.