Commonwealth Equity Services’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Commonwealth Equity Services’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	$745K	Hold	27,778	–	–	﹤0.01%	2865
2025 Q4	$749K	Buy	27,778 +2,029	+8%	+$54.7K	﹤0.01%	2828
2025 Q3	$690K	Hold	25,749	–	–	﹤0.01%	2910
2025 Q2	$671K	Hold	25,749	–	–	﹤0.01%	2911
2025 Q1	$645K	Buy	25,749 +8	+0%	+$203	﹤0.01%	2831
2024 Q4	$649K	Buy	+25,741	New	+$648K	﹤0.01%	2755

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services's SMAX Position: Q1 2026 in Review

Commonwealth Equity Services held its iShares Large Cap Max Buffer Sep ETF (SMAX) position steady in Q1 2026 at 27,778 shares worth $745K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Commonwealth Equity Services first reported a position in SMAX in Q4 2024 and has held it in 6 quarters since. The position peaked at $749K in Q4 2025. 34 funds tracked by Wall St. Rank hold SMAX as of Q1 2026.

Commonwealth Equity Services held 27,778 shares of iShares Large Cap Max Buffer Sep ETF worth $745K as of Q1 2026.
Commonwealth Equity Services left its iShares Large Cap Max Buffer Sep ETF share count unchanged in Q1 2026.
iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2865 holding.
Commonwealth Equity Services first reported a position in iShares Large Cap Max Buffer Sep ETF in Q4 2024 and has held it in 6 quarters since.
Commonwealth Equity Services's iShares Large Cap Max Buffer Sep ETF position peaked at $749K in Q4 2025.
34 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.