UBS Group
MAXJ

UBS Group’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

UBS Group’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
Q2 		– Sell
-17,176
Closed -$443K – 10997
2025
Q1 		$443K Buy
+17,176
New +$451K ﹤0.01% 5946

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

UBS Group's MAXJ Position: Q2 2025 in Review

UBS Group sold out of iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q2 2025, closing a stake of 17,176 shares — an estimated $443K sold.

UBS Group first reported a position in MAXJ in Q1 2025 and held it in 1 quarter. The position peaked at $443K in Q1 2025. 37 funds tracked by Wall St. Rank hold MAXJ as of Q2 2025.

  • UBS Group reported no remaining iShares Large Cap Max Buffer Jun ETF position as of Q2 2025 after selling out during the quarter.
  • UBS Group sold 17,176 iShares Large Cap Max Buffer Jun ETF shares in Q2 2025, an estimated $443K.
  • UBS Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q1 2025 and held it in 1 quarter.
  • UBS Group's iShares Large Cap Max Buffer Jun ETF position peaked at $443K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q2 2025.

Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.