Blue Trust Inc
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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
Q3 		– Sell
-1,428
Closed -$39.8K – 2816
2026
Q2 		$39.8K Buy
+1,428
New +$39.3K ﹤0.01% 1438

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FC Advisory
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Grantvest Financial Group
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
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Blue Trust Inc's SMAX Position: Q3 2026 in Review

Blue Trust Inc sold out of iShares Large Cap Max Buffer Sep ETF (SMAX) in Q3 2026, closing a stake of 1,428 shares — an estimated $39.8K sold.

Blue Trust Inc first reported a position in SMAX in Q2 2026 and held it in 1 quarter. The position peaked at $39.8K in Q2 2026. 25 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

  • Blue Trust Inc reported no remaining iShares Large Cap Max Buffer Sep ETF position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 1,428 iShares Large Cap Max Buffer Sep ETF shares in Q3 2026, an estimated $39.8K.
  • Blue Trust Inc first reported a position in iShares Large Cap Max Buffer Sep ETF in Q2 2026 and held it in 1 quarter.
  • Blue Trust Inc's iShares Large Cap Max Buffer Sep ETF position peaked at $39.8K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.