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 Q3	$4.08M	Sell	143,186 -711	-0.5%	-$20K	1.62%	15
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

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Grantvest Financial Group Matawan, New Jersey $174M AUM 10.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Client First Capital's SMAX Position: Q3 2026 in Review

Client First Capital reduced its iShares Large Cap Max Buffer Sep ETF (SMAX) stake by 0.49% in Q3 2026, selling an estimated $20K and leaving 143,186 shares worth $4.08M. The position accounts for 1.62% of the portfolio, ranked #15.

Client First Capital first reported a position in SMAX in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.05M in Q4 2025. 20 funds tracked by Wall St. Rank hold SMAX as of Q3 2026.

Client First Capital held 143,186 shares of iShares Large Cap Max Buffer Sep ETF worth $4.08M as of Q3 2026.
Client First Capital sold 711 iShares Large Cap Max Buffer Sep ETF shares in Q3 2026, an estimated $20K.
iShares Large Cap Max Buffer Sep ETF made up 1.62% of Client First Capital's portfolio in Q3 2026, its #15 holding.
Client First Capital first reported a position in iShares Large Cap Max Buffer Sep ETF in Q1 2025 and has held it in 7 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 Q3 2026.

Based on Client First Capital's 13F filing for Q3 2026, filed 22 Oct 2026.