Blue Sky Capital Consultants Group, Inc. MAXJ ISHARES TR

Ownership history in Blue Sky Capital Consultants Group, Inc.  ·  4 quarters on record

AI Ownership Summary

Blue Sky Capital Consultants Group, Inc. reported ISHARES TR (MAXJ) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.39% in 2026 Q2. The latest visible filing shows MAXJ at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MAXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Sky Capital Consultants Group, Inc.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MAXJ was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blue Sky Capital Consultants Group, Inc. held MAXJ — position size vs. price
% of Fund (quarterly)    MAXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 31,344 +12,335 +64.9% 0.39% $913K 2026-08-04 $29.40
2026 Q1 ADDED 19,009 +26 +0.1% 0.26% $535K 2026-04-28 $28.73
2025 Q4 REDUCED 12.4% -0.1% 18,983 -2,682 -12.4% 0.23% $535K 2026-01-23 $28.28
2025 Q3 INITIATED 21,665 0.26% $608K 2025-10-22 $27.83

FAQ About Blue Sky Capital Consultants Group, Inc. and MAXJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Sky Capital Consultants Group, Inc. reported owning MAXJ?

Blue Sky Capital Consultants Group, Inc. reported MAXJ across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported MAXJ position in Blue Sky Capital Consultants Group, Inc.'s portfolio?

The largest reported portfolio weight for MAXJ was 0.39% in 2026 Q2.

What is the latest reported MAXJ position on this page?

The most recent filing on this page is 2026 Q2, when Blue Sky Capital Consultants Group, Inc. reported 31,344 shares, equal to 0.39% of portfolio, with an estimated market value of $913K.

What does the chart on this MAXJ ownership page compare?

The chart compares Blue Sky Capital Consultants Group, Inc.'s quarterly MAXJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Blue Sky Capital Consultants Group, Inc. time their MAXJ position?

Based on 13F filing dates vs. subsequent MAXJ price moves, Blue Sky Capital Consultants Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MAXJ relative to SPY over the holding period was -11.7%.

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