Client First Capital’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Client First Capital’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	$4.01M	Sell	143,897 -1,423	-1%	-$39.2K	1.6%	14
2026 Q1	$3.9M	Sell	145,320 -42,147	-22%	-$1.14M	1.69%	14
2025 Q4	$5.05M	Buy	187,467 +328	+0.2%	+$8.85K	2.13%	12
2025 Q3	$5.01M	Buy	187,139 +113	+0.1%	+$2.99K	2.23%	12
2025 Q2	$4.87M	Buy	187,026 +89	+0%	+$2.26K	2.28%	12
2025 Q1	$4.68M	Buy	+186,937	New	+$4.73M	2.4%	12

Other funds holding SMAX

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $393M AUM 25.29% 1-Year Est. Return

Client First Capital's SMAX Position: Q2 2026 in Review

Client First Capital reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.98% in Q2 2026, selling an estimated $39.2K and leaving 143,897 shares worth $4.01M. The position accounts for 1.6% of the portfolio, ranked #14.

Client First Capital first reported a position in SMAX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.05M in Q4 2025. 20 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

Client First Capital held 143,897 shares of iShares Large Cap Max Buffer Sep ETF worth $4.01M as of Q2 2026.
Client First Capital sold 1,423 iShares Large Cap Max Buffer Sep ETF shares in Q2 2026, an estimated $39.2K.
iShares Large Cap Max Buffer Sep ETF made up 1.6% of Client First Capital's portfolio in Q2 2026, its #14 holding.
Client First Capital first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2025 and has held it in 6 quarters since.
Client First Capital's iShares Large Cap Max Buffer Sep ETF position peaked at $5.05M in Q4 2025.
20 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Client First Capital's 13F filing for Q2 2026, filed 13 Jul 2026.