UBS Group
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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
2026
Q3 		$35.5K Buy
+1,204
New +$35.3K ﹤0.01% 7939
2025
Q2 		– Sell
-17,176
Closed -$443K – 10997
2025
Q1 		$443K Buy
+17,176
New +$451K ﹤0.01% 5946

Other funds holding MAXJ

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
J.L. Bainbridge & Co
J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
FC Advisory
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

UBS Group's MAXJ Position: Q3 2026 in Review

UBS Group opened a new position in iShares Large Cap Max Buffer Jun ETF (MAXJ) in Q3 2026: 1,204 shares worth $35.5K. The stake represents ﹤0.01% of the portfolio and ranks #7939 among its holdings. This is a return to the name: UBS Group previously reported a position in MAXJ as recently as Q1 2025.

UBS Group first reported a position in MAXJ in Q1 2025 and has held it in 2 quarters since. The position peaked at $443K in Q1 2025. 39 funds tracked by Wall St. Rank hold MAXJ as of Q3 2026.

  • UBS Group held 1,204 shares of iShares Large Cap Max Buffer Jun ETF worth $35.5K as of Q3 2026.
  • iShares Large Cap Max Buffer Jun ETF was a new UBS Group position in Q3 2026.
  • iShares Large Cap Max Buffer Jun ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7939 holding.
  • UBS Group first reported a position in iShares Large Cap Max Buffer Jun ETF in Q1 2025 and has held it in 2 quarters since.
  • UBS Group's iShares Large Cap Max Buffer Jun ETF position peaked at $443K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Jun ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.