Advisory Services Network’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Advisory Services Network’s Portfolio SMAX Stock Details SMAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$26.8K	–	4810
2026 Q1	$26.8K	Buy	+1,000	New	+$27K	﹤0.01%	3009
2025 Q4	–	Sell	-1,350	Closed	-$36.2K	–	4431
2025 Q3	$36.2K	Buy	+1,350	New	+$35.7K	﹤0.01%	2639

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

GFG

Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Advisory Services Network's SMAX Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026, closing a stake of 1,000 shares — an estimated $26.8K sold.

Advisory Services Network first reported a position in SMAX in Q3 2025 and held it in 2 quarters. The position peaked at $36.2K in Q3 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Advisory Services Network reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,000 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $26.8K.
Advisory Services Network first reported a position in iShares Large Cap Max Buffer Sep ETF in Q3 2025 and held it in 2 quarters.
Advisory Services Network's iShares Large Cap Max Buffer Sep ETF position peaked at $36.2K in Q3 2025.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.