CCFM
SMAX

Clear Creek Financial Management’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Clear Creek Financial Management’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 		$412K Buy
+15,357
New +$415K 0.03% 432

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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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

Clear Creek Financial Management's SMAX Position: Q1 2026 in Review

Clear Creek Financial Management opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q1 2026: 15,357 shares worth $412K. The stake represents 0.03% of the portfolio and ranks #432 among its holdings.

34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

  • Clear Creek Financial Management held 15,357 shares of iShares Large Cap Max Buffer Sep ETF worth $412K as of Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new Clear Creek Financial Management position in Q1 2026.
  • iShares Large Cap Max Buffer Sep ETF made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #432 holding.
  • 34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.