AIP
SMAX

ARS Investment Partners’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

ARS Investment Partners’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 		$555K Hold
19,900
– – 0.02% 124
2026
Q1 		$534K Hold
19,900
– – 0.03% 112
2025
Q4 		$536K Hold
19,900
– – 0.03% 115
2025
Q3 		$533K Hold
19,900
– – 0.04% 115
2025
Q2 		$518K Hold
19,900
– – 0.04% 115
2025
Q1 		$501K Hold
19,900
– – 0.05% 114
2024
Q4 		$501K Buy
+19,900
New +$501K 0.05% 114

Other funds holding SMAX

CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 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

ARS Investment Partners's SMAX Position: Q2 2026 in Review

ARS Investment Partners held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 19,900 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #124.

ARS Investment Partners first reported a position in SMAX in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • ARS Investment Partners held 19,900 shares of iShares Large Cap Max Buffer Sep ETF worth $555K as of Q2 2026.
  • ARS Investment Partners left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #124 holding.
  • ARS Investment Partners first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.