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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
Q2 		$323K Hold
11,600
– – 0.01% 796
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 $369B AUM 28.27% 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 $173M AUM 15.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $424B AUM 22.96% 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 $249M AUM 12.24% 1-Year Est. Return

Ausdal Financial Partners's SMAX Position: Q2 2026 in Review

Ausdal Financial Partners held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q2 2026 at 11,600 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #796.

Ausdal Financial Partners first reported a position in SMAX in Q3 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Ausdal Financial Partners held 11,600 shares of iShares Large Cap Max Buffer Sep ETF worth $323K as of Q2 2026.
  • Ausdal Financial 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 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #796 holding.
  • Ausdal Financial Partners first reported a position in iShares Large Cap Max Buffer Sep ETF in Q3 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.