Cypress Wealth Services, LLC
Position in MAXJ — iShares Large Cap Max Buffer Jun ETF
CIK 1721527
PALM DESERT, CA
All Filings in MAXJ
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MAXJ | $619,435 | 21,997 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 MAXJ | $620,183 | 21,997 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 MAXJ | $611,860 | 21,814 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 MAXJ | $600,103 | 21,814 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||