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 Q2	–	Sell	-56,701	Closed	-$1.52M	–	578
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

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

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 $382M AUM 8.35% 1-Year Est. Return

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

BIP Wealth's SMAX Position: Q2 2026 in Review

BIP Wealth sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026, closing a stake of 56,701 shares — an estimated $1.52M sold.

BIP Wealth first reported a position in SMAX in Q4 2025 and held it in 2 quarters. The position peaked at $4.44M in Q4 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

BIP Wealth reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q2 2026 after selling out during the quarter.
BIP Wealth sold 56,701 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $1.52M.
BIP Wealth first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and held it in 2 quarters.
BIP Wealth's iShares Large Cap Max Buffer Sep ETF position peaked at $4.44M in Q4 2025.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.