Blue Trust Inc’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Blue Trust Inc’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	$39.8K	Buy	+1,428	New	+$39.3K	﹤0.01%	1438

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 Trust Inc's SMAX Position: Q2 2026 in Review

Blue Trust Inc opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 1,428 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #1438 among its holdings.

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

Blue Trust Inc held 1,428 shares of iShares Large Cap Max Buffer Sep ETF worth $39.8K as of Q2 2026.
iShares Large Cap Max Buffer Sep ETF was a new Blue Trust Inc position in Q2 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1438 holding.
37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.