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 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

CFC

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

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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Amplius Wealth Advisors's SMAX Position: Q2 2026 in Review

Amplius Wealth Advisors held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 48,101 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #68.

Amplius Wealth Advisors first reported a position in SMAX in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Amplius Wealth Advisors held 48,101 shares of iShares Large Cap Max Buffer Sep ETF worth $1.34M as of Q2 2026.
Amplius Wealth Advisors left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up 0.1% of Amplius Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Amplius Wealth Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.