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SMAX

Ausdal Financial Partners’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Ausdal Financial 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
Q1 		$311K Hold
11,600
– – 0.01% 762
2025
Q4 		$313K Buy
11,600
+3,832
+49% +$103K 0.01% 699
2025
Q3 		$208K Buy
+7,768
New +$205K 0.01% 883

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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $154M AUM 10.37% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Ausdal Financial Partners's SMAX Position: Q1 2026 in Review

Ausdal Financial Partners held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q1 2026 at 11,600 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #762.

Ausdal Financial Partners first reported a position in SMAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $313K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Ausdal Financial Partners held 11,600 shares of iShares Large Cap Max Buffer Sep ETF worth $311K as of Q1 2026.
  • Ausdal Financial Partners left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #762 holding.
  • Ausdal Financial Partners first reported a position in iShares Large Cap Max Buffer Sep ETF in Q3 2025 and has held it in 3 quarters since.
  • Ausdal Financial Partners's iShares Large Cap Max Buffer Sep ETF position peaked at $313K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.