Tradition Wealth Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Tradition Wealth Management’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	$568K	Sell	20,156 -39	-0.2%	-$1.1K	0.04%	269
2025 Q4	$569K	Hold	20,195	–	–	0.04%	264
2025 Q3	$566K	Sell	20,195 -5,768	-22%	-$160K	0.04%	260
2025 Q2	$714K	Hold	25,963	–	–	0.06%	221
2025 Q1	$670K	Sell	25,963 -6,318	-20%	-$166K	0.06%	212
2024 Q4	$844K	Hold	32,281	–	–	0.07%	184
2024 Q3	$839K	Buy	+32,281	New	+$822K	0.07%	179

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

Tradition Wealth Management's MAXJ Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Large Cap Max Buffer Jun ETF (MAXJ) stake by 0.19% in Q1 2026, selling an estimated $1.1K and leaving 20,156 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #269.

Tradition Wealth Management first reported a position in MAXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $844K in Q4 2024. 48 funds tracked by Wall St. Rank hold MAXJ as of Q1 2026.

Tradition Wealth Management held 20,156 shares of iShares Large Cap Max Buffer Jun ETF worth $568K as of Q1 2026.
Tradition Wealth Management sold 39 iShares Large Cap Max Buffer Jun ETF shares in Q1 2026, an estimated $1.1K.
iShares Large Cap Max Buffer Jun ETF made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #269 holding.
Tradition Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 7 quarters since.
Tradition Wealth Management's iShares Large Cap Max Buffer Jun ETF position peaked at $844K in Q4 2024.
48 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.