Snowden Capital Advisors’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Snowden Capital 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 Q1	–	Sell	-9,606	Closed	-$271K	–	1357
2025 Q4	$271K	Sell	9,606 -18,604	-66%	-$525K	0.01%	1085
2025 Q3	$791K	Sell	28,210 -7,590	-21%	-$211K	0.02%	597
2025 Q2	$985K	Sell	35,800 -21,628	-38%	-$568K	0.03%	527
2025 Q1	$1.48M	Sell	57,428 -4,259	-7%	-$112K	0.05%	379
2024 Q4	$1.63M	Sell	61,687 -2,889	-4%	-$75.7K	0.05%	352
2024 Q3	$1.68M	Buy	+64,576	New	+$1.64M	0.05%	366

Other funds holding MAXJ

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

PIA

Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWP

Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Snowden Capital Advisors's MAXJ Position: Q1 2026 in Review

Snowden Capital Advisors sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q1 2026, closing a stake of 9,606 shares — an estimated $271K sold.

Snowden Capital Advisors first reported a position in MAXJ in Q3 2024 and held it in 6 quarters. The position peaked at $1.68M in Q3 2024. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

Snowden Capital Advisors reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q1 2026 after selling out during the quarter.
Snowden Capital Advisors sold 9,606 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $271K.
Snowden Capital Advisors first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and held it in 6 quarters.
Snowden Capital Advisors's iShares Large Cap Max Buffer Jun ETF position peaked at $1.68M in Q3 2024.
48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.