TWM
MAXJ

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
Q2 		$587K Hold
20,156
– – 0.04% 277
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

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

Tradition Wealth Management's MAXJ Position: Q2 2026 in Review

Tradition Wealth Management held its iShares Large Cap Max Buffer Jun ETF (MAXJ) position steady in Q2 2026 at 20,156 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #277.

Tradition Wealth Management first reported a position in MAXJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $844K in Q4 2024. 46 funds tracked by Wall St. Rank hold MAXJ as of Q2 2026.

  • Tradition Wealth Management held 20,156 shares of iShares Large Cap Max Buffer Jun ETF worth $587K as of Q2 2026.
  • Tradition Wealth Management left its iShares Large Cap Max Buffer Jun ETF share count unchanged in Q2 2026.
  • iShares Large Cap Max Buffer Jun ETF made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Tradition Wealth Management first reported a position in iShares Large Cap Max Buffer Jun ETF in Q3 2024 and has held it in 8 quarters since.
  • Tradition Wealth Management's iShares Large Cap Max Buffer Jun ETF position peaked at $844K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.