Amplius Wealth Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Amplius Wealth Advisors’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 Q3	$1.05M	Sell	37,001 -11,100	-23%	-$313K	0.07%	80
2026 Q2	$1.34M	Hold	48,101	–	–	0.1%	68
2026 Q1	$1.29M	Hold	48,101	–	–	0.11%	64
2025 Q4	$1.3M	Hold	48,101	–	–	0.11%	65
2025 Q3	$1.29M	Sell	48,101 -2,000	-4%	-$52.9K	0.11%	64
2025 Q2	$1.3M	Buy	+50,101	New	+$1.27M	0.12%	69

Other funds holding SMAX

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Amplius Wealth Advisors's SMAX Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 23% in Q3 2026, selling an estimated $313K and leaving 37,001 shares worth $1.05M. The position accounts for 0.07% of the portfolio, ranked #80.

Amplius Wealth Advisors first reported a position in SMAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2026. 25 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

Amplius Wealth Advisors held 37,001 shares of iShares Large Cap Max Buffer Sep ETF worth $1.05M as of Q3 2026.
Amplius Wealth Advisors sold 11,100 iShares Large Cap Max Buffer Sep ETF shares in Q3 2026, an estimated $313K.
iShares Large Cap Max Buffer Sep ETF made up 0.07% of Amplius Wealth Advisors's portfolio in Q3 2026, its #80 holding.
Amplius Wealth Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and has held it in 6 quarters since.
Amplius Wealth Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $1.34M in Q2 2026.
25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.