BW
SMAX

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

BIP Wealth’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 		$1.52M Sell
56,701
-107,969
-66% -$2.92M 0.06% 157
2025
Q4 		$4.44M Buy
+164,670
New +$4.44M 0.16% 93

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.12B AUM 25.58% 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
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 $1.17B AUM 29.21% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BIP Wealth's SMAX Position: Q1 2026 in Review

BIP Wealth reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 66% in Q1 2026, selling an estimated $2.92M and leaving 56,701 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #157.

BIP Wealth first reported a position in SMAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.44M in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • BIP Wealth held 56,701 shares of iShares Large Cap Max Buffer Sep ETF worth $1.52M as of Q1 2026.
  • BIP Wealth sold 107,969 iShares Large Cap Max Buffer Sep ETF shares in Q1 2026, an estimated $2.92M.
  • iShares Large Cap Max Buffer Sep ETF made up 0.06% of BIP Wealth's portfolio in Q1 2026, its #157 holding.
  • BIP Wealth first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's iShares Large Cap Max Buffer Sep ETF position peaked at $4.44M in Q4 2025.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.