Balboa Wealth Partners Has $4.78 Million Stake in iShares Large Cap Max Buffer Jun ETF $MAXJ

Balboa Wealth Partners decreased its holdings in shares of iShares Large Cap Max Buffer Jun ETF (NYSEARCA:MAXJ) by 5.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 173,561 shares of the company’s stock after selling 9,567 shares during the quarter. iShares Large Cap Max Buffer Jun ETF comprises approximately 1.0% of Balboa Wealth Partners’ investment portfolio, making the stock its 22nd biggest holding. Balboa Wealth Partners owned about 4.25% of iShares Large Cap Max Buffer Jun ETF worth $4,775,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Cypress Wealth Services LLC acquired a new stake in shares of iShares Large Cap Max Buffer Jun ETF during the 2nd quarter worth approximately $600,000. Signature Estate & Investment Advisors LLC acquired a new position in iShares Large Cap Max Buffer Jun ETF during the first quarter valued at approximately $319,000. Proficio Capital Partners LLC acquired a new position in iShares Large Cap Max Buffer Jun ETF during the first quarter valued at approximately $268,000. Crosspoint Financial LLC acquired a new position in iShares Large Cap Max Buffer Jun ETF during the first quarter valued at approximately $888,000. Finally, Strategic Blueprint LLC grew its holdings in iShares Large Cap Max Buffer Jun ETF by 3.6% during the first quarter. Strategic Blueprint LLC now owns 581,011 shares of the company’s stock valued at $14,984,000 after purchasing an additional 20,325 shares during the period.

iShares Large Cap Max Buffer Jun ETF Stock Performance

Shares of NYSEARCA MAXJ opened at $28.07 on Monday. The firm has a 50 day moving average price of $27.94 and a 200 day moving average price of $27.10. iShares Large Cap Max Buffer Jun ETF has a 52-week low of $24.68 and a 52-week high of $28.12.

iShares Large Cap Max Buffer Jun ETF Company Profile

The iShares Large Cap Max Buffer Jun ETF (MAXJ) is an exchange-traded fund that mostly invests in large cap equity. The fund seeks to track the price return of the iShares Core S&P 500 ETF (IVV) up to a cap, with 100% downside hedge over a one-year outcome period. The actively managed fund obtains exposure by holding IVV shares and options.