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

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

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.