SB
MAXJ

Strategic Blueprint’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-914,386
Closed -$25.6M – 791
2025
Q3 		$25.6M Buy
914,386
+241,662
+36% +$6.71M 1.12% 17
2025
Q2 		$18.5M Buy
672,724
+91,713
+16% +$2.41M 0.91% 20
2025
Q1 		$15M Buy
581,011
+20,325
+4% +$533K 0.82% 25
2024
Q4 		$14.7M Buy
560,686
+289,719
+107% +$7.59M 0.87% 24
2024
Q3 		$7.04M Buy
+270,967
New +$6.9M 0.44% 54

Other funds holding MAXJ

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 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
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Strategic Blueprint's MAXJ Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q4 2025, closing a stake of 914,386 shares — an estimated $25.6M sold.

Strategic Blueprint first reported a position in MAXJ in Q3 2024 and held it in 5 quarters. The position peaked at $25.6M in Q3 2025. 48 funds tracked by Wall St. Rank hold MAXJ as of Q4 2025.

  • Strategic Blueprint reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 914,386 iShares Large Cap Max Buffer Jun ETF shares in Q4 2025, an estimated $25.6M.
  • Strategic Blueprint first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and held it in 5 quarters.
  • Strategic Blueprint's iShares Large Cap Max Buffer Jun ETF position peaked at $25.6M in Q3 2025.
  • 48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.