Blue Sky Capital Consultants Group’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Blue Sky Capital Consultants Group’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	$325K	Sell	11,667 -11,640	-50%	-$321K	0.14%	57
2026 Q1	$625K	Hold	23,307	–	–	0.3%	46
2025 Q4	$628K	Buy	+23,307	New	+$629K	0.27%	43

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

Blue Sky Capital Consultants Group's SMAX Position: Q2 2026 in Review

Blue Sky Capital Consultants Group reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 50% in Q2 2026, selling an estimated $321K and leaving 11,667 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #57.

Blue Sky Capital Consultants Group first reported a position in SMAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $628K in Q4 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Blue Sky Capital Consultants Group held 11,667 shares of iShares Large Cap Max Buffer Sep ETF worth $325K as of Q2 2026.
Blue Sky Capital Consultants Group sold 11,640 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $321K.
iShares Large Cap Max Buffer Sep ETF made up 0.14% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #57 holding.
Blue Sky Capital Consultants Group first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2025 and has held it in 3 quarters since.
Blue Sky Capital Consultants Group's iShares Large Cap Max Buffer Sep ETF position peaked at $628K in Q4 2025.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.