Bank of America’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Bank of America’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	$251K	Buy	+9,007	New	+$248K	﹤0.01%	5282

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America's SMAX Position: Q2 2026 in Review

Bank of America opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 9,007 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #5282 among its holdings.

37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Bank of America held 9,007 shares of iShares Large Cap Max Buffer Sep ETF worth $251K as of Q2 2026.
iShares Large Cap Max Buffer Sep ETF was a new Bank of America position in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #5282 holding.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.